Insurance Administrative Support

Role Overview

• 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

Requirements

• 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

Tech Stack

• Cloud

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