Insurance Operations Specialist

7 days ago

Sorsogon, Bicol, Philippines beBeeRisk Full time ₱400,000 - ₱600,000
Job Description

We are seeking a highly detail-oriented professional to support our Risk Advisors in daily insurance operations, client documentation, and coordination tasks.

This role is ideal for candidates with a background in supporting brokerage account managers and a strong attention to detail.

The successful candidate will play a critical role in ensuring smooth servicing of accounts and providing dedicated support to one Risk Advisor.

The ideal candidate will have experience with insurance management systems or CRMs, familiarity with insurance terminology and processes, and a commitment to accuracy and quality.

Key Responsibilities
  • Provide dedicated administrative support to one Risk Advisor (Account Manager).
  • Assist in preparing insurance quotations, proposals, and renewal documents to support client servicing.
  • Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
  • Maintain and update client records and policy information in the CRM system.
  • Prepare and issue certificates of insurance as requested.
  • Gather and organize client data to prepare insurance policy applications and other supporting documentation.
  • Has knowledge of managing billing processes with both clients and insurance carriers.
  • Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  • Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.
Requirements
  • Previous insurance industry experience (agency, brokerage, or carrier).
  • Familiarity with insurance terminology and processes.
  • Experience with insurance management systems or CRMs.
  • Ability to follow detailed instructions.
  • Commitment to accuracy and quality.
  • Strong work ethic and reliability.
  • Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
  • Excitement to learn insurance concepts and go above and beyond.
Benefits
  • Opportunity to build valuable skills in the insurance industry.
  • Stable, long-term remote position.
  • Supportive team environment with training provided.
  • Growth potential for high performers.
About This Role

This is an entry-level position.

It is a full-time role.

It falls under the Finance and Sales job function.

It is part of the Human Resources Services industry.

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