Insurance Operations Specialist ✨

We are seeking a detail-oriented Insurance Operations Specialist to support our Personal Lines, Commercial Lines, and Account Management teams. This is a non-customer-facing role focused on policy servicing, processing, documentation, and back-office insurance operations. The ideal candidate is organized, process-driven, and comfortable working across multiple insurance workflows while supporting internal stakeholders such as Account Managers, Loan Officers, and Operations. Key Responsibilities Policy Servicing & CSR Support (Non-Customer Facing) Process mortgagee clause updates Add or remove scheduled coverage Follow up on policy discounts Make policy edits and corrections (e.g., personal contact information) Update billing information, including payment plan changes Process policy cancellations Review and identify policy changes and assigned tasks (e.g., EZL tasks) Add or remove drivers and vehicles Update VINs and correct policy details Add or update loss payee information Account Manager Support Process new insurance requests from Loan Officers Quote new business as requested Assist with policy closing tasks, including: Sending applications for signature Auditing accounts for proper signatures and trailing documents Completing endorsement checklists and obtaining required signatures Collecting auto payment information Binding auto, home, and umbrella policies and sending post-bind documentation to insureds Submitting required documents to Loan Officers or Processors for loan closings Administrative & Operations Support Track and monitor insurance licenses Assist with accounting, bank reconciliation, and billing tasks Track and reconcile commissions Commercial Lines Support (Non-Customer Facing) Complete Certificates of Insurance (COIs) Order loss runs Perform policy checking and audits Complete ACORD forms and supplemental applications Update billing information and payment plans Process cancellations Quote new commercial business Audit accounts for proper signatures and documentation Follow up on trailing documents Perform IVANS download reconciliation Skills, Knowledge and Expertise Previous experience in insurance operations, policy processing, or account support Familiarity with personal and/or commercial lines insurance Strong attention to detail and ability to follow established workflows Comfortable handling documentation, audits, and data accuracy tasks Ability to manage multiple tasks and prioritize effectively Experience working with agency management systems is a plus (e.g., EZL or similar) Reliable, organized, and able to work independently with minimal supervision Benefits Above market salary HMO on Day 1 for principal and two dependents Government-mandated benefits Performance-based Incentives Quarterly Company Events In-depth training for career growth Great Company Culture and HR experience 1,000 PHP De Minimis Equipment and software provided Originally posted on Himalayas Employment type: Full Time Seniority: Mid-level Categories: Insurance-Operations, Policy-Administration, Insurance-Support, Commercial-Lines, Personal-Lines, Insurance-Operations-Specialist, Insurance-Operations-Analyst, Insurance-Operations-Coordinator, Claims-Operations-Specialist, Underwriting-Operations-Specialist, Operations-Specialist Job functions: Operations Timezone restrictions: -11, -10, -9.5, -9, -8, -7, -6, -5, -4, -3.5, -3, -2, -1, 0, 1, 2, 3, 3.5, 4, 4.5, 5, 5.5, 5.75, 6, 6.5, 7, 8, 8.75, 9, 9.5, 10, 10.5, 11, 12, 12.75, 13, 14