Commercial Insurance Administrative, COI Processing

Job not on LinkedIn

🔥 17 hours ago

🇵🇭 Philippines – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

👻 Ghost score 25%

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Logo of 20four7VA

20four7VA

51 - 200 employees

Founded 2010

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• 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

🎯 Requirements

• 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–)

🏖️ Benefits

• 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

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