Administrative Support Specialist

1 day ago

Calamba, Calabarzon, Philippines beBeeInsurance Full time $40,000 - $50,000
Job Overview:

The Role of the Insurance Operations Assistant plays a vital part in supporting the Risk Advisor. This position focuses on providing administrative assistance with daily insurance operations, client documentation, and coordination tasks to ensure seamless account servicing.

Key Responsibilities:
  • Deliver high-quality support services to one designated Risk Advisor (Account Manager).
  • Contribute to preparing accurate and detailed insurance quotations, proposals, and renewal documents for effective client servicing.
  • Efficiently process and input data into web-based insurance systems, CRMs, and editable PDFs.
  • Ensure up-to-date and accurate client records and policy information are maintained within the CRM system.
  • Prepare and issue certificates of insurance as required by clients.
  • Gather and organize client data to prepare comprehensive insurance policy applications and other necessary documentation.
  • Demonstrate knowledge of managing billing processes with both clients and insurance carriers.
  • Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  • Compose and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.
Requirements:
  • Previous experience in the insurance industry (agency, brokerage, or carrier).
  • Familiarity with insurance terminology and procedures.
  • Knowledge of insurance management systems or CRMs.
  • Ability to follow complex instructions accurately.
  • Commitment to delivering high-quality work and meeting deadlines.
  • Strong work ethic and reliability.
  • Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
  • Willingness to learn insurance concepts and go above expectations.

This is an entry-level opportunity for long-term remote contract work, offering growth potential for high-performing individuals.

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