Sourcefit

Commercial Insurance Assistant

Sourcefit

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Support account management activities, including preparation of commercial proposals
  • Maintain organized client files and documentation
  • Assist in quoting and bind preparation
  • Review quotes for discrepancies
  • Generate replacement cost evaluations and reports as required
  • Perform administrative tasks such as email management, data entry, and policy checking
  • Provide project and operational support to the team
  • Collaborate with team members through regular meetings
  • Participate in ongoing training and stay updated on industry trends

Requirements

  • Strong attention to detail
  • Good communication skills
  • Strong organizational and time management skills
  • Proactive problem-solving abilities
  • Ability to work independently in a remote setup
  • Basic understanding of commercial insurance products (nice to have)
  • Familiarity with tools such as Salesforce, Outlook, and NowCerts (nice to have)
  • Experience in data entry, policy processing, or insurance-related roles (nice to have)
Benefits
  • Work from home
  • US holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrypolicy processingcommercial proposalsquote reviewreplacement cost evaluations
Soft Skills
attention to detailcommunication skillsorganizational skillstime managementproblem-solvingindependent work