Risk Manager Associate

2 days ago

Mabalacat, Central Luzon, Philippines beBeeRiskManager Full time ₱600,000 - ₱750,000

We are seeking a dedicated Risk Manager Associate to provide critical support to one of our insurance professionals. This key role involves assisting with daily operations, client documentation, and coordination tasks.

The ideal candidate will have a background in supporting brokerage account managers and possess strong attention to detail. Our team is looking for a professional who can accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.

Key Responsibilities:

  • Dedicated support to an insurance professional with daily operations, client documentation, and coordination tasks.
  • Assist with preparing insurance quotations, proposals, and renewal documents to support client servicing.
  • Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
  • Maintain and update client records and policy information in the CRM system.
  • Prepare and issue certificates of insurance as requested.
  • Gather and organize client data to prepare insurance policy applications and other supporting documentation.
  • Has knowledge of managing billing processes with clients and insurance carriers.
  • Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  • Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the insurance professional.

What We're Looking For:

  • Previous experience in the insurance industry (agency, brokerage, or carrier).
  • Familiarity with insurance terminology and processes.
  • Experience with insurance management systems or CRMs.
  • Ability to follow detailed instructions.
  • Commitment to accuracy and quality.
  • Strong work ethic and reliability.
  • Proactive, reliable, and comfortable working closely with an insurance professional in a support-focused role.
  • Excitement to learn insurance concepts and go above and beyond.

This is a full-time remote position offering long-term growth opportunities and valuable skills development in the insurance industry. Our supportive environment provides training and training potential for high performers.

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