Commercial Insurance Sales Support Officer (UK shift) - Work From Home
Company:Twoconnect
Location:Philippines, PHT
Languages:English
Seniority level:Middle, 3-5 years
Experience:3-5 years
Skills:
Excel VBASalesforceProject CoordinationMicrosoft ExcelCustomer serviceAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentationComplianceExcellent communication skillsProblem-solving skillsTeamworkResearchFluency in EnglishCross-functional collaborationData entryRelationship managementSales experienceQuality AssuranceRisk ManagementProcess improvementCRM
Requirements:
3-5 years experience in a commercial insurance support role Strong understanding of the commercial insurance sales cycle High proficiency in CRM systems (Salesforce, HubSpot preferred) Advanced Excel capability (VLOOKUP, pivot tables, data validation) Strong operational discipline for processing high volumes of documentation with accuracy Excellent communication and coordination skills Proven ability to manage deadlines and competing priorities
Responsibilities:
Prepare, process, and quality-check commercial insurance documentation Assist with quote generation by gathering risk information and validating data Support the policy issuance process, ensuring accuracy before binding Coordinate with underwriting teams for outstanding requirements Manage renewals, lapses, and mid-term adjustments Maintain complete and accurate client files and update CRM records Validate partner agreements and disclosures against compliance requirements Conduct compliance checks on sales documentation Identify and propose improvements for sales support workflows Provide ad-hoc administrative support to BDEs Uphold strict confidentiality and data integrity
