Commercial Insurance Assistant at Sourcefit

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.