Become an Insurance Operations Specialist

2 days ago

Cavite City, Calabarzon, Philippines beBeeInsurance Full time $9,600 - $14,400
Job Opportunity: Insurance Operations Specialist

The role of an Insurance Operations Specialist is to ensure seamless execution of insurance processes from application to approval. This involves guiding clients through the process, tracking applications, and managing client relationships.

Key Responsibilities:

  • Client Workflow & Application Tracking: Monitor the full lifecycle of client applications, from submission to final policy activation.
  • Lead Intake & CRM Management: Keep the CRM organized and client records accurate and up-to-date.
  • Relationship & Communication Management: Maintain client relationships through empathetic, timely, and professional communication.
  • Ad Hoc Operational Support: Identify and resolve operational inefficiencies and provide support as needed.

Required Skills and Qualifications:

  • Exceptional Attention to Detail: You catch the small stuff others miss – typos, inconsistencies, and gaps in process.
  • Strong Language & Proofreading Skills: Clear, professional communication and error-free writing are second nature to you.
  • Critical Thinker & Problem Solver: You don't just follow checklists – you improve them. You take initiative, troubleshoot without hand-holding, and streamline as you go.
  • Insurance Industry Familiarity: You understand the flow of life insurance processes and can speak the language of applications, underwriting, and approvals.

Benefits:

  • Flexible Work Environment: Work from home or remotely with a flexible schedule.
  • Growth Opportunities: Prove yourself, and there's potential for raises, bonuses, and long-term stability.
  • Direct Access to the Founder: Work side-by-side with a driven, transparent, and ethical business owner.
  • Tool Access: Use top-tier platforms like ActiveCampaign, ClickUp, and GSuite to streamline your work.

Others:

  • Mission-Driven Work: Help clients secure peace of mind while contributing to a values-based business.
  • Your Ideas Matter: Bring your brain, not just your hands – process improvement is encouraged.

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