[Hiring] Insurance Administrative Support @MyOutDesk

Role Description

We are seeking a highly organized and detail-oriented Agency Assistant to support a growing insurance agency. This role will primarily assist account managers with administrative and service-related tasks, focusing on non-licensed insurance support functions such as:

• Processing policy documentation
• Managing certificates and renewals
• Ensuring accurate communication with lenders, carriers, and internal stakeholders

The ideal candidate is proactive, process-driven, and capable of following structured procedures while maintaining a high level of accuracy. This role plays a key part in streamlining daily agency operations, reducing administrative workload, and ensuring timely processing of client and lender requests.

The Agency Assistant will work closely with the agency team, follow established Standard Operating Procedures (SOPs), and contribute to improving workflow efficiency and service turnaround times.

Schedule: Night Shift, PST

Work Set Up: Remote, Philippines

Qualifications

• Graduate of a Bachelor’s degree, or at minimum, completion of a post-secondary (post–high school) diploma
• At least 3 years of relevant work experience
• Minimum of 1 year of experience supporting a US-based client, preferably within a BPO or outsourcing environment
• Experience with agency management systems (e.g., AMS360) preferred
• Proficiency in Microsoft Teams, email, and cloud-based tools
• Ability to navigate multiple carrier portals and retrieve policy documentation
• Previous experience supporting insurance agencies, administrative teams, or service operations preferred

Requirements

• Assist account managers with day-to-day administrative tasks related to personal and commercial insurance policies
• Handle non-licensed insurance support tasks, including documentation processing, policy downloads, and administrative updates
• Access carrier portals to retrieve policy documents and renewal information
• Maintain accurate and up-to-date records within the agency management system
• Process certificate of insurance requests from lenders, clients, and internal stakeholders
• Review existing certificates and duplicate or update them as needed
• Ensure all required parties receive accurate and complete documentation
• Maintain organized records of certificate requests and confirmations
• Monitor renewal lists within the agency management system
• Retrieve renewal policies from carrier portals as they become available
• Distribute renewal documents to clients and lenders in a timely manner
• Escalate missing renewals or discrepancies to account managers when necessary
• Ensure renewals are processed within established service timelines
• Communicate with insurance carriers and lenders via email to obtain documentation or clarify information
• Collaborate with account managers and internal team members
• Utilize Microsoft Teams and other communication tools to coordinate tasks and updates
• Provide timely updates on outstanding requests or issues
• Follow established SOPs and administrative workflows
• Support the maintenance of organized procedures and documentation processes
• Identify process gaps or missing information and escalate as needed
• Maintain high levels of organization, accuracy, and accountability

Benefits

• $400 Placement Bonus after successfully completing your first 30 days with your first MOD client
• Independent Contractor Referral Program – Earn up to $330 for every successful referral
• MOD Cash Advance Program available after 6 months of active service with MOD client/s
• Comprehensive HMO Coverage for you and 1 dependent, starting after 6 months of active service with MOD client/s
• Dental Benefits through Maxicare Dental Hub
• Optical Reimbursement for HMO principal members
• Group Life Insurance with Accidental Death & Dismemberment coverage
• Maternity Reimbursement for both normal and Caesarean delivery
• 6 Paid US Holidays
• 7 Additional Vacation Leave Credits after 10 months of active service with the current MOD client
• 7 Additional Sick Leave Credits after 1 year of active service with the current MOD client/s
• Unlimited Upskilling Opportunities through MODUniversity
• Mentorship and collaboration with global leaders and teams
• Clear career advancement pathways within the organization
• Diverse, inclusive, and supportive workplace environment