Service Processing Specialist, Commercial Lines Support
A
Aereach Strategic PartnersCommercial insurance
PhilippinesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Quality AssuranceData entry
Requirements
- Demonstrate strong attention to detail and process discipline.
- Use clear written communication and consistently follow templates.
- Learn workflows quickly and ask clarifying questions when needed.
- Be comfortable managing shared inboxes and task queues.
- Manage deadlines and repetitive follow-ups without dropping items.
Responsibilities
- Triage certificate requests from inboxes or ticket queues, verify request details, and request or generate certificates when permitted.
- Track certificate status, follow up, deliver certificates using approved templates, and record turnaround and completion.
- Verify policy details against carrier documents and endorsements, and update policy data in the agency management system.
- Maintain file naming, indexing, and document attachment standards.
- Track audits and follow up with insureds and carriers on outstanding audit requests.
- Monitor audit-related cancellation warnings and non-compliant audit cancellations, and escalate them as needed.
- Monitor non-pay notices and pending cancellations, send reminders, document actions, and escalate urgent items.
- Sort, route, and file shared inbox items; flag items requiring U.S. team review.
- Record activity notes, claims status responses, and next steps in the system when assigned.
- Perform periodic quality checks and participate in corrective actions as needed.
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