Insurance Assistant

1 day ago


San Juan, National Capital Region, Philippines beBeeInsurance Full time ₱300,000 - ₱500,000

Our team is looking for a detail-oriented and motivated professional to fill the role of Insurance Assistant. The ideal candidate will have experience in an insurance support or administrative role, with strong attention to detail and excellent written and verbal communication skills.

The successful candidate will provide administrative and client service support to our broking team, ensuring smooth day-to-day operations and efficient processing of insurance policies and renewals.

  • 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, and accurately enter and update client and policy information in our broking management system/CRM.

Follow up on documentation from clients and insurers, ensuring all required information is obtained, and assist in compiling underwriting submissions and gathering risk information.

Monitor and follow up on unpaid premiums and renewal processing, and assist with lodgement and follow-up of insurance claims.

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

The ideal candidate will possess:

  • 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).
  • Comfortable learning and using insurance broking systems and CRM platforms.

Previous experience working in a broking firm or with Australian general insurance products is highly desirable, as is familiarity with WinBEAT, JAVLN Officetech, or other broking software.

The successful candidate will be a customer-first mindset with a proactive and responsive attitude, and will be able to communicate effectively with both colleagues and clients.

The role is critical to ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and the delivery of high-quality client service.



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