Personal Lines Assistant | WFH, Night Shift Job | Up to PHP30K

GoTeam is currently looking for a Personal Lines Assistant to provide clerical support to Account Managers and Producers in completing administrative tasks related to account servicing. This includes processing endorsements, retrieving policy coverage information, and handling related requests from insurance carriers. As a Personal Lines Assistant, you will also be working on special projects assigned by Account Managers and Producers.

The client for this role is a leading independent insurance agency, 100% employee-owned, with headquarters in California and offices in Oregon, Arizona, Missouri, and London. They offer commercial and personal insurance, employee benefits packages, and wealth management services to their clients.

In this position, you will be:

• Processing Evidence & Certificates of Insurance with a high level of accuracy
• Claiming, Reporting, and/or Following-up on client-related issues
• Working on the NOC processing – non-renewals/non-payment of premiums
• Doing the endorsement processing in a timely manner
• Invoicing – as assigned by the Account Manager or Producer
• Handling billing questions and concerns from clients
• Obtaining MVR/CLUE Reports when necessary
• Attaching Correspondence in EPIC (Agency Management System)
• Backing up the Personal Lines Assistant/CSR when needed
• Manually doing the renewal processing
• Overseeing the LPR (Lost Policies Report) Processing
• Pulling Policies & Auto ID Cards as requested
• Sending email/phone correspondence with clients – as directed
• Doing the un-routed attachments and ensuring that all documents are routed to the correct individuals or departments
• Preparing Spreadsheets, Letters & Mailings – as directed by the Account Manager or Producer
• Performing scanning duties, including photocopying and faxing, as directed
• Inputting new prospects/clients’ information into the system accurately
• Processing PL Carrier docs – as applicable
• Specializing in projects and other duties – as assigned by the Account Manager or Producer

Skills and Experience:

• Must have at least a Bachelor’s degree experience operating multi-line telephone systems and handling high-volume call environments.
• Proven ability to provide exceptional customer service.
• Outstanding phone personality and the ability to communicate with a wide range of customers.
• Excellent written and verbal communication skills,
• Exceptional attention to detail and ability to maintain accurate records
• Familiarity with insurance industry terminology and processes is a plus

Your Benefits:

• Dual-monitor PC setup or laptop for your home.
• 7 Habits of Highly Effective People Training
• Your copy of “The 7 Habits of Highly Effective People” and “Little Black Book for Stunning Success”
• Exceed Institute – Training and tools to help you navigate life and build a rich and connected family life.
• HMO coverage from start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents.
• 24/7 access to counselling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.
• Free legal advice and financial consultations, also as part of the EAP.
• P1,000,000 Life Insurance coverage
• 10 days leave (Year 1), rising to 15 days leave after Year 1
• Welcome gift on your first day
• Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)
• Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)
• Welcome Tea with the CEO and work anniversary celebrations
• P10K referral bonus, plus a chance to win a trip for 2 to Bali, Indonesia
• Free coffee for our office-based team

Your Family’s Benefits (Yes, that’s right, we care about your family):

• 24/7 access to confidential counseling support for mental health for 4 family members. Our Employee’s Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues.
• Free legal advice and financial consultations for 4 family members, also as part of the EFAP.
• Free Telemedicine for 4 family members
• Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)
• P10K referral bonus for your family members

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., U.K. and Singapore, among others. 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 work-from-home arrangement, if any recurring issues arise i.e., internet connectivity, power supply issues, background noise, and alike, you shall be requested to work in the nearest GoTeam office or accredited establishments.