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