Location: Work from Home
Type of Employment: Full-time
Work Shift: US Business Hours
About Us
At OurAssistants, we connect logistics, property management, and service-based businesses with highly skilled virtual professionals. We’re committed to helping our clients achieve operational excellence while creating a growth-oriented, remote-friendly work environment for our team members. Learn more at ourassistants.com.
Job Summary
We are looking for an Insurance Coordinator to manage and support the end-to-end insurance renewal process. This role is ideal for a highly organized, detail-oriented professional who can handle client communication, renewal tracking, documentation, and coordination with carriers and brokers. The Insurance Coordinator ensures timely renewals, accurate policy documentation, and excellent customer service for clients.
Key Responsibilities
Renewal Management
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Track renewals from start to finish, ensuring accounts are reviewed, updated, and renewed on time.
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Maintain visibility into each account’s renewal status and identify next steps in the renewal cycle.
Inbox Monitoring
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Manage shared and individual inboxes, ensuring timely and professional responses to all client and team inquiries.
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Prioritize messages and escalate urgent issues to appropriate team members.
Client Communication
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Act as the primary point of contact for clients during the renewal process.
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Provide updates, gather information, and maintain a professional and friendly tone in all communications.
Carrier/Broker Coordination
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Communicate with carriers and brokers to obtain quotes, clarify terms, and ensure accuracy of policy documentation.
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Follow up with underwriters and agents to maintain renewal timelines.
Application Preparation
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Generate and complete renewal applications accurately.
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Send forms for e-signature, track completion, and ensure proper record-keeping.
Task & Document Management
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Maintain organized records and manage document retention policies.
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Track all renewal-related tasks and correspondence in the CRM or agency management system.
Follow-Up Execution
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Proactively follow up with clients, underwriters, and internal teams to keep renewals moving efficiently.
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Ensure all outstanding tasks are completed on schedule.
Qualifications & Requirements
Core Competencies
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Responsiveness: Timely updates to clients, colleagues, and carrier/broker partners.
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Transparency: Properly logs all tasks to ensure visibility across the team.
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Prioritization: Manages multiple deadlines effectively and recognizes task urgency.
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Process Understanding: Follows established renewal workflows and identifies next steps independently.
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Accuracy & Speed: Completes tasks efficiently without compromising attention to detail.
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Professionalism: Maintains a courteous, client-focused approach in all interactions.
Preferred Qualifications
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Knowledge of property and casualty insurance, including lines of business, coverages, and insurance terminology.
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Experience with Microsoft Office Suite (Excel, Word, Outlook).
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Familiarity with AMS360, HubSpot, or similar CRM/agency management systems.
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Previous experience in insurance coordination, renewal processing, or client account management.
Additional Requirements
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Must be currently residing in the Philippines or Latin America.
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Must have a stable internet connection and a remote-ready workstation.
Compensation and Benefits
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Permanent work-from-home setup
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Ongoing training and professional development opportunities
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Collaborative and supportive work environment
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Competitive salary