Full Time

Commercial Insurance Assistant

Position Overview:

The Offshore Commercial Insurance Assistant will support the Commercial Account Managers and Sales Leads in delivering high-quality service to clients. This role involves a variety of responsibilities, including managing client accounts, issuing certificates, processing invoices, policy checking, data entry, and more. The ideal candidate will have strong technical, communication, analytical, and organizational skills, as well as the ability to work effectively in a team-oriented environment.

Job Details:

• Data Processing Specialist
• Work From Home setup
• Monday to Friday | 10 PM to 7 AM

Key Responsibilities:

• Account Management Support
  • Commercial Proposals
  • Creation of Certificates
  • File Organization and Documentation
• Quoting and bind preparation assistance
  • Submissions to the Commercial Market
  • Commercial Processing
  • Review quotes for shortcomings and communicate to Account Managers & Sales Leads
  • Generate accurate replacement cost evaluations
  • Generate driving history reports
  • Generate finance agreements for specified carriers
• Administrative Support
  • Email Management
  • SMS text Management
  • Data Entry and Policy Checking
  • Project Support
• Team Collaboration
  • Engage in regular collaboration with team members, participate in weekly meetings, and contribute to team discussions.
• Professional Development
  • Engage in ongoing training and development.
  • Stay updated on industry trends, new products, and changes in regulations, and quickly learn new software or processes as needed.

Job Requirements:

• Technical Skills: (A plus but not required; training will be provided)
  • Understanding of insurance policies and familiarity with commercial insurance products (e.g., Property, Liability, Workers’ Comp, EPLI, D&O, Auto, Marine).
  • Proficiency in using Salesforce, Outlook, and NowCerts.
  • Ability to interpret policy documents, manage data entry, and maintain client information privacy.
• Communication Skills:
  • Effective communication with US producers/agents and offshore team members.
  • Ability to build and maintain positive relationships.
• Analytical Skills:
  • Proactive problem-solving abilities.
  • Ability to identify and resolve discrepancies in policies or billing.
• Organizational Skills:
  • Strong time management and task management skills.
  • Attention to detail and accuracy in policy documentation and client records.
• Continuous Learning and Adaptability:
  • Willingness to engage in professional development.
  • Flexibility to adapt to changes in procedures, technology, or market conditions.

by Carl Trinidad

Accounts Receivable/Accounts Payable Clerk

Position Summary:

We are seeking a reliable and detail-oriented Accounts Payable / Accounts Receivable Specialist to support our B2B Purchasing Platform Finance Team. This role involves meticulous data entry tasks related to both accounts payable and accounts receivable processes.

Job Details:

• Work from home
• Monday to Friday | 9 PM to 6 AM Manila Time
• *Following Philippine Holidays

Responsibilities:

• Accounts Payable:
  • Receive, download, and process Supplier Invoices in the accounting system for conversion of purchase orders (POs) as Billable Expense Charges to be linked to the Customers for AR invoice creation.
  • Ensure every Supplier Invoice created accurately reflects the required information needed for the AR side of the process.
  • Properly flag any billing discrepancies found between the Supplier Invoice and PO (i.e., item SKU /Part# mismatches, overcharges, undercharges, duplicated billings, etc.), for manager review.
  • Learn and grasp compliance issues around accounts payable processes (sales tax, etc.).
  • Learn and grasp the unique variances of our billable Customer accounts.
  • Interact with fellow staff members for questions, guidance, and sanctioned collaboration on tasks with each other.
  • Other related tasks may be added as volume increases.

• Accounts Receivable:
  • Create Customer Invoices in the accounting system using the valid Billable Expense Charges as entered in the AP process.
  • Ensure every Customer Invoice created accurately reflects the required information, including double-checking any manual mathematical calculations.
  • Batch-send invoices out of the accounting system to each Customer’s pre-defined accounts payable email address.
  • Properly flag any created invoices determined to be unable to send out for any reason, for manager review.
  • Interact with fellow staff members for questions, guidance, and sanctioned collaboration on tasks with each other.
  • Other related tasks may be added as volume increases.

Qualifications:

• At least 1 year of solid work experience in a bookkeeping or accounting support role. College education in related field a plus.
• Proven understanding of basic bookkeeping and accounting principles.
• Familiarity and experience working with documents such as purchase orders, credit memos, supplier bills, and customer invoices.
• Proficiency with QuickBooks Online/similar cloud accounting software and MS Office is desired; we are willing to train the right Candidate.
• Strong data entry skills along with a high degree of accuracy and attention to detail.
• Ability to interpret, calculate, post, and manage accounting figures and financial records.
• Ability to manage time and tasks efficiently and effectively, and follow departmental processes and company policies.
• Experience with CRM and/or issue-tracking ticket-based systems is a plus.
• Familiarity with Ariba, Oracle, Jaggaer, or other ERP systems is a plus.
• Experience in an e-marketplace, a multi-vendor/multi-customer, or similar setting is a plus.
• Respectful, honest, humble, and willing to face adversity and embrace challenges.
• Adaptability and resilience to thrive amidst the frequent changes of a startup.
• Clear, articulate oral and written interpersonal communications, while striving to maintain positive relationships with suppliers, customers, and colleagues.
• Proficient phone, email, and video meeting etiquette.
• Able to clearly identify problems and resolve issues.
• Willing to go the extra mile when needed, strong work ethic; takes direction well from management and peers, but also self-directed and resourceful.

by Carl Trinidad