Insurance Sales Assistant

🕒 March 19

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NightOwl Consulting

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🎯 Recruiter

☁️ SaaS

B2B • Recruitment • SaaS

NightOwl Consulting is a global business service (GBS) provider that connects companies with skilled talent in the Philippines to optimize their business processes and dramatically reduce costs. Specializing in team-building for various roles such as pre-construction, AutoCAD drafting, insurance, bookkeeping, and administrative assistance, NightOwl Consulting provides customized offshoring solutions tailored to the specific needs of each client. Through its transparent, cost-effective pricing model, the company prides itself on high client satisfaction and employee retention rates while fostering a supportive and engaging work culture. NightOwl Consulting supports businesses by recruiting, training, and managing dedicated teams for various industry sectors, ensuring enhanced productivity at a significantly reduced cost.

📋 Description

• Obtain payment information from the Account Manager. • Confirm policy effective dates. • Bind policies for home, auto, umbrella, PAF, and other applicable lines. • Download RCEs, applications, policies/DEC pages, and invoices (when provided by the carrier). • Create invoices in EZLynx when the carrier does not provide one. • Prepare endorsement checklists for home, auto, or both as needed. • Upload all documents into EZLynx, create a signature envelope, and send applications and checklists to the customer for signatures. • Send auto ID cards, policy documents, receipts, and related materials to the customer. • For loan closings, send RCE, policy/DEC page, and invoice to the processing team, then upload the sent email to customer documents. • Monitor EZLynx for signed applications and endorsement checklists; follow up on missing documents. • Download signed applications and upload them to the carrier when required. • Track leads for the Account Manager (if applicable). • Update closing dates as needed and send revised policy documents to loan officers or processing teams.

🎯 Requirements

• Knowledge of personal lines insurance (home, auto, umbrella) • Experience with policy binding, endorsements, and documentation • Proficiency in EZLynx or similar CRM systems • Strong document management and organizational skills • Attention to detail in handling policy data and effective dates • Experience with invoicing and billing coordination • Ability to track, follow up, and manage pending requirements • Familiarity with loan closing and processing coordination • Strong communication and time management skills

🏖️ Benefits

• Above market salary • HMO on Day 1 for principal and two dependents • Government-mandated benefits • Performance-based Incentives • Quarterly Company Events • 1,000 PHP De Minimis • Equipment and software provided