Personal Line Assistant

Location and Workplace: Work From Home, Anywhere in the Philippines

Schedule: Night Shift (12AM-9AM)

Salary: PHP 30k-40k

The primary function of a Personal Lines Assistant is to assist Account Managers and Producers in clerical functions related to account servicing. This includes working with insurance carriers to process endorsements, retrieve policy coverage information, and manage various servicing requests.

About the Job

Key Duties:

• Processing Evidences & Certificates of Insurance
• Claim Reporting and/or Follow up
• NOC Processing – Non-Renewals/Non-Pay
• Endorsement Processing
• Invoicing – as assigned
• Billing Questions
• Obtain MVR/CLUE Reports
• Attaching Correspondence in EPIC (Agency Management System)
• Back-up for Personal Lines Assistant/CSR
• Manual Renewal Processing
• LPR Processing
• Pulling Policies & Auto ID Cards
• Email/Phone Correspondence with Clients – as directed
• Un-routed Attachments
• Prepare Spreadsheets, Letters & Mailings – as directed
• Scanning Duties – including photocopying and faxing as directed
• Input New Prospects/Clients Information – as directed
• Processing PL Carrier docs – as applicable
• Special Projects and other duties – as assigned

Skills and Experience

Essential Skills:

• High School Diploma required; College Degree preferred
• Working knowledge of Microsoft products (Outlook, Word, Excel & PowerPoint)
• Experience in an office & team environment preferred, with emphasis on insurance industry experience
• Strong organizational and time management skills
• Effective spoken and written communication
• Ability to collaborate in a team-based environment while taking direction from supervisors
• Positive attitude and sense of humor
• Professional demeanor and behavior required

Your Benefits:

• We don’t just give you a laptop; we give you an extra monitor—because two screens are better than one.
• You’ll get HMO coverage from day one—not just for you, but also for a dependent (yup, private room benefits included).
• Ever needed legal or financial advice? Now you and your family can access it—on us.
• Salary finance platform for personal loans, because we’re here to help you, even with the tough stuff.
• P1,000,000 life insurance coverage—because we’ve got your back.
• Leave credits above industry standards, including additional client-specific leave entitlements
• We’ve got you covered with a welcome gift, monthly lunch with CEO updates, talent nights, gratitude celebrations, and more.
• And yes, how does a trip for two to Bali sound? Referral bonuses can take you there.

Your Family’s Benefits:

• Mental health support for your family, 24/7, because we care about them too.
• Preventive care like health education, diet counseling, and wellness sessions—available for four family members.
• Free telemedicine for your family, because we know life doesn’t wait for appointments.
• Personal invites to family events, with prizes up for grabs—because life is about more than just work.

About Us

Company Name: GOTEAM

Achievements:

• Consistently raising the bar in employee engagement with an 85% score—leaving the global average of 23%, the US average of 33%, and even best practice organizations at 70% in the dust.
• Certified as a Great Place to Work for four years running—because when you’re great, you just keep proving it.
• Over 1,000 employees strong, with no plans to hit the brakes anytime soon.

Culture:

At GOTEAM, innovation isn’t just part of the job—it’s the job. We celebrate diversity, thrive on global perspectives, and create an environment where personal and professional growth isn’t a perk—it’s the norm.

Mission:

Our mission is bold and simple: provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.

Location:

Headquartered in the Philippines, with ambitious plans to expand globally by 2025.