ODI Technologies
Insurance Processing & Administration Prepare and process insurance quotes through various carrier portals. Coordinate with underwriters regarding quote requirements, documentation, and follow-ups. Enter, update, and maintain accurate policy information in Applied EPIC. Process policy downloads and ensure documentation is complete and up to date. Review policy details and correct discrepancies within Applied EPIC. Submit marketing applications and supporting documents to insurance brokers. Pre-fill insurance applications and questionnaires for submission. Send applications and required forms through Indio. Prepare and send documents for electronic signature using DocuSign. Billing & Financial Administration Process premium payments and payment-related transactions. Handle billing inquiries from clients and carriers. Prepare and process invoices and refunds accurately and promptly. Client & Carrier Communication Conduct follow-ups with clients, carriers, brokers, and underwriters via: Phone Email Chat Respond promptly to requests for additional information and documentation. Maintain professional communication while ensuring timely completion of tasks. Documentation & Record Management Organize and maintain digital client and policy files. Ensure all documentation complies with company procedures and insurance standards. Assist with general administrative tasks related to commercial insurance operations. Qualifications Required Minimum 2 years of experience in commercial insurance support, insurance administration, or a similar role. Experience using Applied EPIC . Experience working with insurance carrier portals. Strong understanding of commercial insurance workflows. Excellent written and verbal English communication skills. Strong organizational skills with exceptional attention to detail. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Proficient in Microsoft Office (Word, Excel, Outlook). Preferred Experience with DocuSign and Indio. Familiarity with Adobe Acrobat. Experience working with U.S. commercial insurance agencies or brokerages. Experience using tools such as Microsoft Teams, OneNote, ChatGPT, Zillow, and Redfin. Pay: Php45,000.00 - Php55,000.00 per month Application Question(s): Do you have experience working with U.S. commercial insurance agencies or brokerages? How many years of experience do you have working in commercial insurance? Do you have experience using Applied EPIC? If selected, how soon can you start? Are you able to work the required U.S. business hours (9 am to 6 am EST)? Work Location: Remote
ODI Technologies
