Key Facts

Remote From:

Full time

English

Hard Skills

Policy Analysis Proposal Development Digital File Management Data Entry Contract Management Account Management Policy Enforcement Industry Trend Analysis Operational Support And Analysis Product Knowledge Salesforce

Other Skills

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Microsoft Outlook
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Communication
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Adaptability
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Time Management
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Teamwork
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Organizational Skills
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Analytical Thinking
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Detail Oriented
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Willingness To Learn
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Problem Solving

Roles & Responsibilities

Strong attention to detail with the ability to manage and process accurate documentation.
Good communication skills with the ability to work effectively with internal teams and stakeholders.
Strong organizational and time management skills.
Proactive problem-solving abilities and analytical thinking.

Requirements:

Support account management activities, including preparation of commercial proposals and creation of certificates.
Maintain organized client files and documentation.
Assist in quoting and bind preparation, including submissions to the commercial market.
Review quotes for discrepancies and communicate findings to Account Managers and Sales Leads.

Sourcefit DR

About Sourcefit DR

Sourcefit is focused on providing custom offshore solutions. We help companies large and small to lower costs and increase productivity by providing highly-skilled, highly-motivated staff who can match the performance of onshore staff at a fraction of the cost. At Sourcefit, we understand that successful outsourcing requires more than just great staff. We are committed to working closely with you every step of the way to understand your goals and seamlessly transfer your business culture and successful business processes to an offshore environment. At Sourcefit there is never any obligation until you're comfortable you've found the perfect fit for your business needs. We offer various levels of operational and project management depending on your needs. You supply the vision and we handle the rest: from recruiting and pre–screening of candidates, providing all necessary office support, equipment and infrastructure, as well as end to end HR management.Established by Andy Schachtel, an American entrepreneur with over 20 years of experience in outsourcing both as a client and as a service provider, Sourcefit currently has over 1500 employees and is growing steadily. In light of this rapid growth, Sourcefit remains dedicated to preserving its entrepreneurial start-up spirit, actively nurturing innovation and agility in its operations, with branches in the Philippines, Armenia, the Dominican Republic, and South Africa. Above all, Sourcefit endeavors to make sure that each of our clients feel that they have our undivided attention and provide them with customized solutions that fit their business.Contact us today for a free consultation.Visit sourcefit.com to find out how our services can help you grow your business.For information and updates on outsourcing, offshoring, productivity and cost-effective business solutions, visit Sourcefit's official channels:http://www.sourcefit.comFacebook, Instagram, Twitter, Youtube, Tiktok: @SourcefitPH

Founded: 2018

Company size: 11 - 50

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Job description

Job Overview
We are seeking a Commercial Insurance Assistant to support Commercial Account Managers and Sales Leads in delivering high-quality service to clients. This role involves assisting with account management, quoting, policy processing, and administrative tasks. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a fast-paced environment while maintaining accuracy and efficiency.

Job Details
Work set up: Work from home
Schedule: Monday to Friday | 8:30 AM – 5:30 PM (Manila time)
Holiday: Will follow US holidays

Responsibilities

Support account management activities, including preparation of commercial proposals and creation of certificates.
Maintain organized client files and documentation.
Assist in quoting and bind preparation, including submissions to the commercial market.
Review quotes for discrepancies and communicate findings to Account Managers and Sales Leads.
Generate replacement cost evaluations, driving history reports, and finance agreements as required.
Perform administrative tasks such as email and SMS management, data entry, and policy checking.
Provide project and operational support to the team as needed.
Collaborate with team members through regular meetings and contribute to team discussions.
Participate in ongoing training and stay updated on industry trends, products, and regulatory changes.

Qualifications

Strong attention to detail with the ability to manage and process accurate documentation.
Good communication skills with the ability to work effectively with internal teams and stakeholders.
Strong organizational and time management skills.
Proactive problem-solving abilities and analytical thinking.
Ability to work independently in a remote setup while maintaining collaboration with the team.
Willingness to learn and adapt to new tools, systems, and processes.

Nice to Have

Basic understanding of commercial insurance products (e.g., Property, Liability, Workers’ Compensation, EPLI, D&O, Auto, Marine).
Familiarity with tools such as Salesforce, Outlook, and NowCerts.
Experience in data entry, policy processing, or insurance-related roles.