About this role
This is a full-time, remote role based in the Philippines, worked during U.S. business hours, supporting the Personal Lines department of a U.S.-based personal lines insurance agency. You will coordinate with internal staff, insurance carriers, mortgage companies and clients, with a practical focus on homeowners and personal auto insurance. Day to day you will manage the full policy lifecycle from quoting through binding, endorsements, renewals and servicing; prepare insurance binders, declarations pages and ACORD forms; process mortgage changes and lender documentation; coordinate with carriers on submissions, underwriting queries and document requests; and keep accurate records in an agency management system (preferably Applied Epic). A critical part of the role is pre-qualifying leads before ordering paid underwriting reports such as MVRs and CLUE, so that quoting stays cost-effective and unnecessary expenses are avoided. You will manage several quotes, policy changes and servicing tasks at the same time while working independently and following established workflows. The ideal candidate brings 2 to 3+ years of U.S. P&C insurance experience; New York market experience is strongly preferred, and experience in other U.S. states is considered if it is transferable.
What you’ll do
- Manage the full personal lines policy lifecycle, from quoting through binding, endorsements, renewals and servicing
- Quote and bind homeowners and personal auto policies
- Prepare insurance binders, declarations pages and ACORD forms
- Process mortgagee and lender policy changes and lender documentation
- Coordinate with insurance carriers on submissions, underwriting queries and document requests
- Pre-qualify leads before ordering paid underwriting reports such as MVRs and CLUE, keeping quoting cost-effective
- Handle policy endorsements and routine policy servicing
- Maintain accurate records in an agency management system (preferably Applied Epic)
- Manage multiple quotes, policy changes and servicing tasks at the same time, following established workflows
What we’re looking for
- 2 to 3+ years of hands-on U.S. property and casualty (P&C) insurance experience
- Personal lines insurance experience, with a practical focus on homeowners and personal auto
- Insurance quoting and policy binding
- Policy endorsements and routine policy servicing
- Homeowners insurance documentation (binders and declarations pages)
- ACORD forms and mortgagee or lender policy changes
- Insurance carrier communication and underwriting documentation
- Lead pre-qualification before ordering paid reports (MVRs, CLUE)
- Policy lifecycle management, from quoting through renewals
- Agency management system usage
- Strong written and spoken English communication
- Ability to work U.S. business hours
Nice to have
- Direct New York personal lines insurance experience
- Knowledge of New York insurance regulations, underwriting requirements and carrier appetite
- Familiarity with MVRs, CLUE reports and other underwriting or claims-history reports
- Experience with Applied Epic or a similar agency management platform
- Experience with carriers such as Travelers, Progressive or comparable personal lines providers
- Experience identifying underwriting concerns that may lead to declined applications, post-inspection issues or cancellations
- Experience with New York personal auto and homeowners insurance markets
About F5 Global Talent
F5 Global Talent is a people-first company that hires experienced professionals and places them in long-term, fully remote roles with leading U.S. companies. We are your direct employer of record — we handle payroll, equipment, HR, and ongoing support, so you can focus on doing your best work. To date we have placed 500+ professionals, and 98% remain with their role past the first 90 days.