Insurance Operations Coordinator

1 day ago

Iloilo City, Western Visayas, Philippines beBeeAdministrative Full time $9,600 - $14,400
Job Summary

We are seeking a skilled Insurance Administrative Assistant to join our team. As an Insurance Administrative Assistant, you will provide administrative support to the insurance operations team, including client workflow and application tracking, lead intake and CRM management, relationship and communication management, and ad-hoc operational support.

The ideal candidate will have exceptional attention to detail, strong language and proofreading skills, critical thinking and problem-solving skills, and familiarity with the insurance industry. They will be able to maintain accurate records, ensure timely communication with clients and stakeholders, and identify areas for process improvement.

This is a remote position that requires a high level of organization, self-motivation, and accountability. The successful candidate will have the opportunity to work with a mission-driven organization that values transparency, honesty, and integrity.

Key Responsibilities
  • Client Workflow & Application Tracking
    • Guide each client through the insurance process from submission to approval
    • Monitor the full lifecycle of client applications, from submission to final policy activation
    • Send timely reminders to clients for required steps
  • Lead Intake & CRM Management
    • Maintain accurate records in the CRM (ActiveCampaign)
    • Track lead status to reflect where each client is in the pipeline
  • Relationship & Communication Management
    • Maintain client relationships through empathetic and professional communication
    • Handle all follow-ups with warmth and consistency
  • Ad-Hoc Operational Support
    • Jump in where needed to provide support to the team
    • Identify areas for process improvement and implement changes
Requirements
  • Exceptional Attention to Detail
  • Strong Language and Proofreading Skills
  • Critical Thinking and Problem-Solving Skills
  • Familiarity with the Insurance Industry
Benefits
  • Bonus Opportunity
  • Remote Work Arrangement
  • Health Benefits
  • Dental Benefits
  • Mental Health Benefits
  • Growth Opportunities
  • Performance-Based Raises
  • Recognition and Rewards

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