Insurance Portfolio Specialist

1 day ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeAccount Full time ₱2,500,000 - ₱6,000,000
Job Title: Insurance Account Manager

We are seeking a detail-oriented and organized professional to support our insurance operations. The role involves filling out applications and Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals.

The ideal candidate should have strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

  • Complete and process insurance applications and Acord forms accurately.
  • Submit quote requests to underwriters via email and track responses.
  • Obtain quotes from online insurance portals and prepare comparative proposals.
  • Communicate with underwriters and clients to ensure timely processing of applications.
  • Maintain organized records and documentation of all submissions and quotes.

Required Skills:

  • Experience in insurance, underwriting support, or account management preferred.
    • Proficiency with Acord forms and insurance quoting portals.
    • Strong written and verbal communication skills.
    • Detail-oriented with excellent organizational skills.

Tools & Systems:

  • NowCerts (Agency Management System)
  • Online quoting portals for insurance carriers and wholesalers

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