Diligent Insurance Professional

12 hours ago

Pasig, National Capital Region, Philippines beBeeInsurance Full time $45,000 - $60,000

We are seeking a diligent and reliable insurance professional with hands-on experience using Applied Epic.

The ideal candidate will support our customer service operations and be responsible for the accurate creation of insurance certificates and binders. If you are a self-motivated individual with a passion for client service and a strong understanding of insurance workflows, we would love to connect.

Key Responsibilities:

  • Provide responsive and professional customer service via email and phone
  • Create and issue insurance certificates and binders using Applied Epic
  • Assist with policy updates, documentation, and client record management
  • Ensure timely follow-ups and task tracking within Applied Epic
  • Collaborate with team members to support client needs and compliance

Requirements:

  • Proven experience as an insurance professional or in an insurance support role
  • Proficiency with Applied Epic (required)
  • Knowledge of insurance certificates, binders, and standard procedures
  • Strong communication and organizational skills
  • High attention to detail and ability to meet deadlines
  • Tech-savvy and comfortable with remote collaboration tools

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