Insurance Broker Support Specialist

2 days ago

Manila, National Capital Region, Philippines beBeeAccount Full time ₱600,000 - ₱800,000

This is a Finance and Sales role that involves administrative support to the broking team.

The Assistant Account Executive / Broking Assistant provides support to the broking team, ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and the delivery of high-quality client service.

Job Description
  • Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
  • Assist in preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation.

Liaise with insurers to obtain terms, endorsements, and policy updates. Accurately enter and update client and policy information in the broking management system/CRM.

Follow up on documentation from clients and insurers, ensuring all required information is obtained. Assist in compiling underwriting submissions and gathering risk information. Monitor and follow up on unpaid premiums and renewal processing. Assist with lodgement and follow up of insurance claims.

Maintain compliance with regulatory and internal procedures, including file notes and records management. Provide ad hoc administrative and support tasks as directed by the broking team.

Required Skills and Qualifications
  • Minimum 1–2 years' experience in an insurance support or administrative role (general insurance preferred).
  • Strong attention to detail with a commitment to accuracy.
  • Excellent written and verbal communication skills in English.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office (Outlook, Word, Excel).
Benefits

A customer-first mindset with a proactive and responsive attitude. A team player who communicates effectively with both colleagues and clients. Willingness to learn and adapt to a fast-paced, changing environment. High level of integrity and confidentiality. Strong problem-solving abilities and initiative.

A positive outlook and sense of humour are definite assets for this role.

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