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