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NightOwl ConsultingNC

Insurance Sales Assistant

NightOwl Consulting Philippines Inc. is a Global Business Service (GBS) provider connecting companies with world-class talent in the Philippines, offering customized outsourcing solutions with a focus on client partnership and employee well-being.

NightOwl Consulting

Employee count: 51-200

Salary: 300k-480k PHP

AU, CA + 8 more

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The Overseas Virtual Assistant will provide administrative, customer service, and operational support to the personal lines insurance team. This role ensures smooth daily workflow by assisting with policy processing, client communication, documentation management, and follow-up activities.
The ideal candidate is highly organized, detail-oriented, comfortable working with insurance systems, and able to deliver professional service in a fast-paced environment.

Key Responsibilities

Closing
  • Obtain payment information from the Account Manager.
  • Confirm policy effective dates.
  • Bind policies for home, auto, umbrella, PAF, and other applicable lines.
  • Download RCEs, applications, policies/DEC pages, and invoices (when provided by the carrier).
  • Create invoices in EZLynx when the carrier does not provide one.
  • Prepare endorsement checklists for home, auto, or both as needed.
  • Upload all documents into EZLynx, create a signature envelope, and send applications and checklists to the customer for signatures.
  • Send auto ID cards, policy documents, receipts, and related materials to the customer.
  • For loan closings, send RCE, policy/DEC page, and invoice to the processing team, then upload the sent email to customer documents.
Maintenance
  • Monitor EZLynx for signed applications and endorsement checklists; follow up on missing documents.
  • Download signed applications and upload them to the carrier when required.
  • Track leads for the Account Manager (if applicable).
  • Update closing dates as needed and send revised policy documents to loan officers or processing teams.

Skills, Knowledge and Expertise

  • Knowledge of personal lines insurance (home, auto, umbrella)
  • Experience with policy binding, endorsements, and documentation
  • Proficiency in EZLynx or similar CRM systems
  • Strong document management and organizational skills
  • Attention to detail in handling policy data and effective dates
  • Experience with invoicing and billing coordination
  • Ability to track, follow up, and manage pending requirements
  • Familiarity with loan closing and processing coordination
  • Strong communication and time management skills

Benefits

  • Above market salary
  • HMO on Day 1 for principal and two dependents
  • Government-mandated benefits
  • Performance-based Incentives
  • Quarterly Company Events
  • 1,000 PHP De Minimis
  • Equipment and software provided

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Salary

Salary: 300k-480k PHP

Hiring timezones

United Kingdom +/- 0 hours, and 9 other timezones

About NightOwl Consulting

Learn more about NightOwl Consulting and their company culture.

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NightOwl Consulting Philippines Inc. was established with a foundational desire to deliver enhanced services for both its clients and its employees. As a Global Business Service (GBS) provider, the company focuses on offering next-level support that combines extraordinary production with operational ease. NightOwl Consulting prides itself on its firsthand experience in customizing business pathways to create a comprehensive team experience at a reduced cost, exemplifying its capacity to build out significant team structures, such as a 12-man team, at the cost equivalent of two traditional hires. The company's mission is centered on connecting businesses with world-class talent, while its vision is to cultivate a global family that aspires to achieve its highest potential. The founders conceptualized NightOwl to be more than a conventional Business Process Outsourcing (BPO) firm, positioning it as a GBS provider dedicated equally to client success and employee well-being, fostering an environment of continuous growth and development.

The core philosophy at NightOwl Consulting is to redefine the landscape of GBS by intertwining excellence with unwavering integrity. This approach was born from the founders' own experiences as clients of BPO firms, where they identified a lack of true partnership—one where employee welfare mirrored the dedication to client satisfaction. This realization led to the inception of NightOwl, where nurturing a culture where every team member feels heard and genuinely valued is paramount. The company's overarching mission is to democratize access to premium BPO services, making outsourcing a viable option for enterprises of all scales. Drawing from their client-side experiences, they pinpointed a gap in the traditional BPO model and envisioned a more holistic approach. This vision materialized into a company where client collaboration is a core principle, not just a buzzword. NightOwl Consulting is committed to forging close partnerships, comprehensively understanding unique client needs, and meticulously tailoring solutions to align seamlessly with their objectives. They position themselves as steadfast allies, diligently working alongside clients and their teams to navigate challenges and propel them towards their goals.

NightOwl Consulting emphasizes a 'white glove' experience for outsourcing, particularly for companies looking to hire overseas talent, primarily in the Philippines. Their process is designed to be high-touch, alleviating common client pain points associated with outsourcing. This includes pre-screening candidates, conducting IQ and personality tests, interviewing on behalf of clients, and providing training before onboarding. The company's guiding principle is to help businesses leverage the benefits of outsourcing without needing to become outsourcing experts themselves. They offer a transparent cost-plus pricing model, aiming for clients to save significantly per role. Employees hired through NightOwl work full-time and exclusively for their respective clients. The company supports various work setups, with a popular option being work-from-home arrangements. Core values such as GRIT, GROWTH, FUN, and FAMILY underpin all their operations, fostering a 'Can Do, Will Do' spirit that encourages pushing beyond conventional business practices.

Employee benefits

Learn about the employee benefits and perks provided at NightOwl Consulting.

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Above market salary

Competitive compensation.

Quarterly Company Events

Regular company gatherings.

Paid leave incentives

Incentives for paid time off.

Performance based Incentives

Incentives based on performance.

View NightOwl Consulting's employee benefits
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NightOwl Consulting

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