Support Insurance Operations Professional

1 week ago


Barcelona, Philippines beBeeCustomerService Full time ₱9,000 - ₱10,000
Insurance Assistant Role

We are seeking a skilled Insurance Assistant to support our customer service operations. This role plays a vital part in ensuring timely and accurate creation of insurance certificates and binders.

  • Key Responsibilities:
  • Provide exceptional customer service to clients via email and phone
  • Create and issue insurance certificates and binders using Applied Epic software
  • Assist with policy updates, documentation, and client record management
  • Ensure timely follow-ups and task tracking within Applied Epic
  • Collaborate with team members to support client needs and compliance
Requirements:
  • Proven experience as an Insurance Assistant or in an insurance support role
  • Proficiency with Applied Epic (required)
  • Knowledge of insurance certificates, binders, and standard procedures
  • Strong communication and organizational skills
  • High attention to detail and ability to meet deadlines
  • Tech-savvy and comfortable with remote collaboration tools


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