Assistant Insurance Account Manager

6 days ago

Sorsogon, Bicol, Philippines beBeeBroker Full time ₱800,000 - ₱1,000,000

Insurance Brokerage Company is seeking a detail-oriented and motivated Assistant Account Executive / Broking Assistant to join our team remotely and support our Account Managers in delivering exceptional outcomes for clients.

  • Provide administrative and client service support to the broking team, ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and delivery of high-quality client service.
  • Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients, including preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation.

Liaise with insurers to obtain terms, endorsements, and policy updates, accurately enter and update client and policy information in the broking management system/CRM, and follow up on documentation from clients and insurers, ensuring all required information is obtained.

Assist in compiling underwriting submissions and gathering risk information, monitor and follow up on unpaid premiums and renewal processing, assist with lodgement and follow up of insurance claims, maintain compliance with regulatory and internal procedures, including file notes and records management.

Provide ad hoc administrative and support tasks as directed by the broking team, requiring strong organisational and time management skills, ability to work effectively in a remote environment with limited supervision, and proficiency in Microsoft Office (Outlook, Word, Excel).

Key Responsibilities:
  • Support Account Managers in servicing a portfolio of clients.
  • Prepare and issue quotations, renewals, certificates of currency, endorsements, and other policy documentation.
  • Liaise with insurers to obtain terms, endorsements, and policy updates.
  • Accurately enter and update client and policy information in the broking management system/CRM.
  • Follow up on documentation from clients and insurers.

Attributes & Behaviours:

  • Customer-first mindset with a proactive and responsive attitude.
  • Team player who communicates effectively with colleagues and clients.
  • Willingness to learn and adapt to a fast-paced, changing environment.
  • High level of integrity and confidentiality.
  • Strong problem-solving abilities and initiative.

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