Insurance Agent Support

Strategy
Merrill Insurance is a U.S. based insurance agency looking for a skilled processor to support our Commercial and Personal Lines Service Departments. This role would work directly with Commercial and Personal Lines Teams Leads and our internal teams to support our daily functions internally and externally. Daily communication is key in this role as they will be working alongside their U.S. based supervisors

This position MUST work on the Eastern Standard Time (EST) zone.

General Scope of Work
• Process Policy Download into the Agency Management System for Commercial Lines
• Launch Retention Automation for Account Managers
• Pull Documents from Carrier websites for service teams and file appropriately in cases
• Send 1st Cancellation for Non-Payment notification to clients for financed policies
• Create and send simple Certificates of Insurance to Certificate Holders
• Complete New Business Opportunity and Case Audits
• Complete Policy Checking for policies for Commercial Lines

Skills Required
• Strong English and Communication Skills – written and verbal
• Strong Organizational Skills
• Strong Work Ethic
• Strong Working knowledge of Microsoft 365 Suite
• Working knowledge of Salesforce and/or other Insurance Agency Management Systems
• Some insurance support and processing knowledge

Job Requirements
• Must have some experience working with insurance agencies as a VA / support person
• Must provide your own full-workstation to meet role expectations – including two monitors
• 40 hours (M-F, 9am – 5pm EST)
• Pay will be sent via TransferWise on a bi-weekly basis. Time will be tracked via TopTracker application that must be downloaded to the Desktop. Hourly rate to be set during interview.

How to Apply
• Include your resume and relevant insurance support experience
• Include a Loom video answering the following questions:
o Tells us about your experience with details on how processes worked for you and your general understanding of them.
o Why do you think you would be a good fit for this position?
o What are you looking for in your VA role?

Other Benefits Information will Include:
• 10 Paid Holiday – Major Philippine Holidays
• Paid Day for Your Birthday
• 13th month if performance is extraordinary