Lead Insurance Specialist

6 hours ago

Davao City, Davao, Philippines beBeeBrokerage Full time ₱1,800,000 - ₱3,000,000

Insurance Support Professional

The Insurance Support Professional plays a vital role in ensuring the smooth operation of our broking team. This individual is responsible for providing administrative and client service support to our account managers, ensuring efficient processing of insurance policies and renewals, and delivering high-quality client service.

Key Responsibilities:

  • 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 our broking management system/CRM.

Additional Responsibilities:

  • 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 team.

Requirements:

  • 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 in English.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office (Outlook, Word, Excel).
  • Comfortable learning and using insurance broking systems and CRM platforms.

Benefits:

This is a fantastic opportunity for someone who is passionate about working in the insurance industry. You will have the chance to work closely with our experienced team members, learn new skills, and develop your career in a supportive environment.

What We Offer:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive salary and benefits package.

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