Insurance Support Professional

2 days ago

Caloocan City, National Capital Region, Philippines beBeeBrokerage Full time ₱350,000 - ₱500,000
Job Title:

Brokerage Support Specialist


Description:

We are seeking a detail-oriented and motivated individual to provide administrative and client service support to our broking team. The successful candidate will be responsible for ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and delivering high-quality client service.


  • Support account managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
  • Assist in 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.


  • 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.

The ideal candidate will possess strong attention to detail, excellent written and verbal communication skills, and strong organisational and time management skills. They will also be proficient in Microsoft Office and comfortable learning and using insurance broking systems and CRM platforms.


Requirements:

Essential:

  • Minimum 1–2 years' experience in an insurance support or administrative role (general insurance preferred).
  • Strong attention to detail with a commitment to accuracy.
  • Excellent written and verbal communication skills.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office.
  • Comfortable learning and using insurance broking systems and CRM platforms.

Attributes & Behaviours:

A customer-first mindset with a proactive and responsive attitude. A team player who communicates effectively with both 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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