Comprehensive Insurance Relationship Manager

1 day ago

Tarlac City, Central Luzon, Philippines beBeeProfessional Full time $9,600 - $14,400
Job Overview

We are seeking a highly organized and detail-focused professional to manage client relationships, track policy approvals, and coordinate with underwriters in our insurance business.

The successful candidate will be responsible for guiding clients through the insurance process from submission to approval, monitoring the full lifecycle of client applications, and ensuring timely communication with clients and underwriters.

  • Key Responsibilities:
    • Manage client relationships and ensure exceptional customer service.
    • Track policy approvals and coordinate with underwriters to resolve any issues.
    • Guide clients through the insurance process and provide clear updates on their application status.
    • Maintain accurate records and update the CRM system accordingly.
  • Requirements:
    • Exceptional attention to detail and organizational skills.
    • Strong language and proofreading skills.
    • Critical thinker and problem solver.
    • Insurance industry familiarity.
  • Benefits:
    • 13th month bonus.
    • Permanent remote work setup.
    • Health insurance.
    • Dental insurance.
    • Mental health insurance.
    • Growth opportunity.
    • Performance-based raises.

About Our Business:

We are a high-touch, independent insurance agency dedicated to helping clients protect their future with clarity, care, and precision. With access to nearly all major carriers, we deliver tailored policies that align with each client's unique life goals and health profile.

Led by a sharp, mission-driven founder, our team is laser-focused on excellence, ethics, and long-term client relationships. Every policy is a promise – we make sure it's honored with integrity.

Culture and Core Values:

  • Trust is everything.
  • Radical honesty.
  • Sleep-well ethics.
  • Think critically, act proactively.
  • Precision in the details.

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