Risk Insurance Assistant

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeInsurance Full time ₱4,800 - ₱7,200
Administrative Support Specialist

This role focuses on assisting with daily insurance operations, client documentation, and coordination tasks to ensure smooth servicing of accounts.

  • Provide dedicated professional and administrative support to a 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.

We are seeking a detail-oriented professional to join our team as a remote contractor. This role supports the insurance professionals by managing essential administrative processes that keep the business running smoothly.

Key Responsibilities:
  • Familiarity with insurance terminology and processes.
  • Previous experience in the insurance industry (agency, brokerage, or carrier).
  • Experience with insurance management systems or CRMs.
  • Strong work ethic and reliability.
  • Ability to follow detailed instructions.
  • Commitment to accuracy and quality.
  • Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
Requirements:
  • Excitement to learn insurance concepts and go above and beyond.
Benefits:

This role offers an exciting opportunity for a detail-oriented professional to join our team. If you have previous experience in the insurance industry, a strong work ethic, and a commitment to accuracy and quality, we encourage you to apply.

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