Remote Insurance Operations Staff

Logiq365 Cloud Services Pvt. Ltd. is seeking a proactive, detail-oriented female Insurance Operations Staff member to support a US-based insurance agency. This role focuses on end-to-end insurance operations, including policy servicing, data management, carrier coordination, client support tasks, and operational reconciliations within the agency’s CRM and supporting tools.

This is a long-term remote opportunity for candidates who understand insurance workflows, can manage data with accuracy, and can support daily operational tasks for a fast-growing US insurance agency.

Key Responsibilities

• Communicate with clients via email/chat for basic queries, policy updates, required documents, renewal reminders, and follow-ups.
• Support the insurance sales process by preparing quotes, collecting required information, coordinating with agents, and updating CRM leads/opportunities.
• Coordinate with insurance carriers regarding policy status, endorsements, renewals, cancellations, missing documents, and commission or data discrepancies.
• Enter and update policy details, endorsements, renewals, cancellations, and client information in the insurance CRM.
• Upload policy documents, correspondence, carrier forms, COIs (if assigned), and maintain accurate digital records.
• Review CRM data for accuracy, match entries with carrier portals, Excel sheets, and commission statements; resolve mismatches promptly.
• Track renewal pipelines, follow up on pending tasks, and maintain clean workflows across CRM and carrier portals.
• Prepare policy summaries, renewal reports, and weekly/monthly operations reports for the internal or client team.
• Perform additional administrative or operational tasks as assigned by supervisors.

Required Skills & Qualifications

• Bachelor’s degree in Commerce, Business Administration, Finance, Insurance, or related field.
• Minimum 2 years of experience in insurance operations, CSR/back-office insurance work, or insurance CRM handling (US insurance preferred).
• Understanding of the insurance sales cycle and policy lifecycle (quotes, new business, endorsements, renewals, cancellations).
• Strong written and verbal English communication.
• Strong Excel skills and comfort with CRM/insurance management systems.
• Excellent attention to detail and documentation.
• Self-motivated, reliable, and able to work independently from home.

Other Requirements:

• Female candidates only (as per client requirement).
• Remote, work-from-home role.
• US Shift Timing: 6:30 pm to 2:30 am IST.
• Must have a reliable laptop/PC and high-speed internet.
• Comfort with online tools for communication (Meet, email, chat, Whatsapp).

Benefits:

• Flexible, 100% remote work with supportive team.
• Exposure to the US insurance industry, sales operations, and carrier workflows.
• Supportive, collaborative work culture.

How to Apply:
Submit your updated resume and a brief cover letter (highlighting your reconciliation experience, especially with bank statements and insurance data) to hr@logiq365cloudservices.com

Logiq365 Cloud Services Pvt. Ltd. is an equal opportunity employer. Female applicants only, as required by the client.

Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹25,000.00 per month

Experience:

• Insurance sector: 2 years (Required)

Language:

• English (Required)

Work Location: Remote