Commercial Virtual Account Assistant | Hybrid, Night-Shift | Up to PHP30K

GoTeam is seeking a dedicated and detail-oriented Commercial Virtual Account Assistant to support our Account Managers and Producers in various clerical functions related to account servicing. This role plays a crucial part in ensuring smooth operations and providing exceptional service to our clients. If you have excellent organizational skills, strong computer proficiency, and a passion for delivering exceptional customer service, we invite you to join our team.

Your client is a 100 percent employee-owned independent insurance agency with its HQ in California, as well as offices in Oregon, Arizona, Missouri, and London. They provide clients with commercial or personal insurance, as well as employee benefits packages and wealth management services.

In this position, you will be:

• Following up on Notice of Cancellations, working closely with carriers to facilitate payment and reinstatement processes.
• Assisting in filing claims and ensure timely claim follow-up, maintaining accurate records and documentation.
• Processing Auto Endorsement requests, ensuring all necessary authorization forms are verified and filed appropriately.
• Obtaining Motor Vehicle Records (MVR) reports, verifying the presence of proper Authorization forms on file.
• Handling driver changes, updating relevant information in our systems accurately and efficiently.
• Retrieving Ex Mod Worksheets and WCIRB Inspection Reports as needed
• Retrieving carrier documents as required, maintaining an organized and easily accessible database.
• Retrieving Loss Runs reports as needed to support client servicing and decision-making processes.
• Assisting with special projects as assigned by Account Managers and Producers.

Skills and Qualifications:

• Strong computer skills, particularly with Word and Excel, enabling efficient data entry and report generation.
• Previous office experience is desirable, demonstrating familiarity with administrative tasks and office protocols.
• Excellent oral and written communication skills, enabling effective collaboration and professional correspondence.
• Exceptional organizational abilities to manage multiple tasks, prioritize workload, and meet deadlines consistently.
• Detail-oriented mindset to ensure accuracy in data entry, document management, and record-keeping.
• Strong problem-solving skills to address issues and resolve challenges effectively.
• Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a dynamic work environment.
• High level of professionalism, integrity, and commitment to maintaining client confidentiality.

Must be willing to work in a hybrid work arrangement, consisting of working from the office on certain days located in Cebu City, Cebu.

Your Benefits: 

• Company-provided laptop and an extra monitor for enhanced productivity and convenience. 
• 7 Habits of Highly Effective People Training. 
• Your copy of “Little Black Book for Stunning Success” 
• Exceed Institute, Masterclass and GoTeam Cares program to help you navigate life and build a rich and connected family life. 

• Get HMO coverage from day one for you and a dependent, with P200K coverage, private room benefits, and P10K medication reimbursement for both. Extend this healthcare opportunity to up to four additional dependents, including your common law partner. 
• 24/7 access to counseling support for mental health through our Employee Assistance Program (EAP), helping you thrive amid parenting challenges, stress, or relationship issues. 
• Free legal advice and financial consultations as part of the EAP. 
• P1,000,000 Life Insurance coverage. 
• Leave policy granting 10 days of annual leave, increasing to 15 days after one year. 

• Welcome gift on your first day. 
• Monthly Discover You lunch featuring CEO presentations, leadership training, and Values Awards. 
• Monthly gratitude celebrations and prizes, including Trivia, Talent Night, Personal Development, and Acoustic Nights. 
• Welcome Tea with the CEO and work anniversary celebrations. 
• Earn up to P10K employee referral bonus and a chance to win a trip for two (2) to Bali, Indonesia. 

Your Family’s Benefits: 

• 24/7 access to confidential counseling support for mental health for four family members through our Employee’s Family Assistance Program (EFAP). 
• Preventive Care: Health Education Counseling on diet or exercise, periodic monitoring of health problems, family planning counseling, four (4) wellness sessions, 5 sessions of Mindcare Counseling per member per year with ₱5,000 reimbursement once the 5 sessions are fully consumed. 
• Free legal advice and financial consultations for four family members as part of the EFAP. 

• Free Telemedicine for four family members. 
• Personal invites for your family members to our monthly virtual events, with opportunities to win prizes. 

Our Story

In 2014, our CTO and Founder Matt Kesby starts Go-Virtual Assistants (GO-VA) with one full-time member. The following year, CEO Fiona Kesby moves to Cebu to be onsite as the company scales. She emphasizes that the best way to attract talent is to take exceptional care of them.

In 8 years, GoTeam has grown its client base to business owners from Australia, the U.S., the U.K. and Singapore. Working with highly skilled and motivated team members in GoTeam gives these businesses all the benefits of outsourcing and offshoring, without any of the complications and additional costs of starting their own office locally.

The warmth and welcoming culture of GoTeam starts from Day 1, with our Chief Happiness Officers providing each new team member with a Welcome Kit. HMO Coverage for yourself and 1 dependent kick in on Day 1 as well.

Among GoTeam’s core values are Discovery and Humility. (The overarching one is Care.) Fiona sets an example of leading by these values by consistently encouraging team members to read and discover new skills, industry best practices, and advice for leadership, self-care, and growth.

Monthly “Discover You” events are being held to ensure that the entire company is up-to-date with current developments, celebrate wins from the previous month, and acknowledge those team members who have made an impact in their clients’ businesses and exceed expectations as well.

At GoTeam, no team member is left behind. Everyone is heard and made to feel that they truly belong.

Learn more about Our Culture here: https://go.team/ph/our-culture/

IMPORTANT: While this is a hybrid arrangement, should any recurring issues arise, i.e., internet connectivity, power supply issues, background noise, and alike, you shall be requested to work at the nearest GoTeam office or accredited establishments.