Risk Operations Support Specialist

1 day ago

Pasay, National Capital Region, Philippines beBeeInsurance Full time ₱4,500,000 - ₱6,000,000
Job Title: Risk Advisor Assistant

This role provides dedicated support to a Risk Advisor in managing essential administrative processes that keep the business running smoothly.

Key Responsibilities:

  • Provide professional and administrative support to one Risk Advisor (Account Manager).
  • Assist in 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 both 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 Risk Advisor.

Required Skills and Qualifications:

  • Previous insurance industry experience (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 one Risk Advisor in a support-focused role.
  • Excitement to learn insurance concepts and go above and beyond.

Benefits:

  • Opportunity to build valuable skills in the insurance industry.
  • Stable, long-term remote position.
  • Supportive team environment with training provided.
  • Growth potential for high performers.

Other Information:

  • Seniority level: Entry level.
  • Employment type: Full-time.
  • Job function: Finance and Sales.
  • Industries: Human Resources Services.

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