Commercial Insurance Administrative, COI Processing

• Receive, review, verify, prepare, issue, track, and deliver Certificates of Insurance using ACORD 25 and ACORD 28 forms
• Verify active policy status, coverage limits, certificate holder information, names, and addresses in the agency management system
• Track special endorsement requests and outstanding COI-related items
• Monitor loss control and inspection reports from commercial insurance carriers
• Contact insureds to request photos, documentation, and other risk-improvement or compliance materials
• Update inspection and loss-control progress, proof of completion, and supporting documentation in the agency management system
• Notify Account Managers when requirements are satisfied
• Follow up with commercial insurance carriers and clients regarding missing information and documentation
• Request signed applications, supplemental forms, audit documents, and other outstanding items
• Contact commercial clients 60–90 days before renewal to gather payroll, sales, equipment schedules, Statements of Values, and other renewal documentation
• Monitor, organize, triage, and respond to shared commercial service inbox requests
• Identify urgent or sensitive matters and flag them for licensed staff
• Maintain accurate client records, contact information, locations, policy information, and other account details in the agency management system
• Receive and review mid-term policy change requests, gather supporting documentation, and queue complete requests for internal processing
• Work independently under a Master Services Agreement and Statement of Work while meeting agreed timelines, guidelines, and deliverables
• Support U.S.-based insurance operations and improve client business efficiency, service delivery, and operational functions

• Minimum 2 years of remote administrative or virtual assistant experience
• Insurance industry experience highly preferred, particularly supporting U.S. insurance brokers, insurance agencies, commercial insurance operations, or insurance back-office administrative teams
• Hands-on experience with U.S. Agency Management Systems (AMS) preferred
• Experience with Applied Epic highly preferred
• Familiarity with major insurance carrier portals is a strong advantage
• Strong understanding of administrative workflows, documentation, and follow-up processes
• Excellent written and verbal English communication skills
• Professional and confident phone and email communication with U.S. clients and carriers
• Exceptional attention to detail when reviewing policy information, documents, names, addresses, and certificate holder details
• High level of accuracy in data entry and document processing
• Ability to manage multiple requests and follow-ups while meeting deadlines
• Organized, dependable, and proactive
• Able to work independently while knowing when to escalate issues to licensed staff
• Proficiency with Agency Management Systems (AMS), Applied Epic, insurance carrier portals, email/shared service inboxes, client portals, and ACORD certificate processing tools/systems
• Availability for 40 hours per week, Monday through Friday, generally 9:00 AM–5:00 PM EST
• English language required
• Region preference: Philippines
• Neutral accent preference (Level A–)

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• Long-term, ongoing position
• 40 contracted hours per week
• Remote work arrangement