Insurance Operations Coordinator

16 hours ago

Las Piñas, National Capital Region, Philippines beBeeAdministrative Full time ₱3,500,000 - ₱6,000,000

Job Role:

Assistant Account Executive/Broking Assistant">
  • Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients, ensuring top-notch client service and efficient processing of insurance policies and renewals.
  • Assist in preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation with precision and accuracy.
  • Liaise with insurers to obtain terms, endorsements, and policy updates, maintaining effective relationships and resolving any issues promptly.
  • Accurately enter and update client and policy information in the broking management system/CRM, adhering to regulatory and internal procedures.
  • Follow up on documentation from clients and insurers, verifying all required information is obtained and minimizing delays.
  • Assist in compiling underwriting submissions and gathering risk information, analyzing data to inform business decisions.
  • Monitor and follow up on unpaid premiums and renewal processing, proactively addressing any discrepancies or issues.
  • Assist with lodgement and follow up of insurance claims, providing exceptional support and guidance throughout the process.
  • Maintain compliance with regulatory and internal procedures, including file notes and records management, upholding the highest standards of professionalism and integrity.
  • Provide ad hoc administrative and support tasks as directed by the team, demonstrating flexibility and a commitment to excellence.

This role plays a vital part in ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and the delivery of high-quality client service.

The ideal candidate will possess strong organizational skills, attention to detail, and excellent communication abilities, with a proven track record of delivering results in a fast-paced environment.

Additional responsibilities may include assisting with special projects, providing training and guidance to junior staff members, and contributing to the development of new processes and procedures.

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