- Assist Producers with quoting and binding policies
- Review applications and documentation for completeness and accuracy
- Attach emails and supporting documents within agency management systems
- Follow up with carrier underwriters and insureds to obtain missing information
- Monitor and track outstanding quotes and policy documents
- Set up new clients and policies in Applied EPIC
- Enter and verify data in Indio and other internal systems
- Maintain organized digital files and documentation
- Perform quality checks to ensure data accuracy and compliance
- Assist with internal workflow and system processes
- Communicate with carrier underwriters regarding:
- Missing information
- Quote revisions
- Binding confirmations
- Follow up with insureds for documentation and required forms
- Ensure timely response and turnaround on requests
- Applied EPIC
- CSR24
- Indio
- Multiple carrier quoting platforms
- Email and document management systems
- 2+ years of experience in insurance agency support (Commercial or P&C preferred)
- Hands-on experience with Applied EPIC (highly preferred)
- Experience working with carrier portals and quoting systems
- Strong administrative and data-entry accuracy
- Excellent written communication skills
- High attention to detail
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Assistant Sales Coordinator - Philippines - Remote Raven
Paglalarawan
The Sales Coordinator Support plays a critical role in assisting Producers with the quoting, binding, and administrative processing of insurance policies. This position ensures accuracy, completeness, and timely follow-up with carrier underwriters and insureds while maintaining high-quality data entry and system integrity across agency platforms.
This role requires strong attention to detail, proactive communication skills, and experience working within insurance management systems such as Applied EPIC and carrier portals.
Key Responsibilities
Producer Support
System & Data Management
Carrier & Client Coordination
Systems & Platforms Used
Qualifications
Required:
This is a full time role
Up to $6/hr
Important Notice:
By submitting your application, you acknowledge and provide your explicit consent to the collection, processing, storage, and use of the personal information contained in your application. You agree that Remote Raven may contact you using the details provided for recruitment and talent management purposes.
You further authorize Remote Raven to retain your information within its database for consideration in current and future employment opportunities, in compliance with applicable data protection and privacy regulations.
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