Insurance Operations Specialist

2 days ago

Manila, National Capital Region, Philippines beBeeCareer Full time $9,600 - $14,400
Job Title: Insurance Admin Assistant

About the Role:

This is a full-time, remote position for an Insurance Admin Assistant to help scale operations without compromising quality, care, or client experience. The ideal candidate will be responsible for client workflow and application tracking, lead intake and CRM management, relationship and communication management, and ad hoc operational support.

Key Responsibilities:

  • Client Workflow & Application Tracking:
    • Guide clients through the insurance process from submission to approval.
    • Monitor the full lifecycle of client applications.
    • Send timely reminders to clients for required steps.
    • Respond quickly to underwriter requests.
    • Proactively update clients on their application status.
    • Manage the shared support inbox.
    • Notify clients when their policy is approved.
  • Lead Intake & CRM Management:
    • Keep the CRM organized and client records accurate.
    • Maintain precise lead status tracking.
    • Ensure all interactions are properly logged in the CRM or internal tracking systems.
  • Relationship & Communication Management:
    • Maintain client relationships through empathetic, timely, and professional communication.
    • Handle all follow-ups with warmth and consistency.
    • Ensure clear communication across all stakeholders.
  • Ad Hoc Operational Support:
    • Jump in where needed and proactively spot areas to improve.
    • Answer incoming lead calls.
    • Manage delegated email tasks.
    • Identify and resolve operational inefficiencies.

About the Client:

The client is a high-touch, independent insurance agency helping clients protect their future with clarity, care, and precision. They specialize in life insurance, disability insurance, and annuities, tailoring solutions to help clients meet their financial objectives.

Culture and Core Values:

  • Trust is Everything – Clients and leadership need to know you've got it handled.
  • Radical Honesty – Mistakes happen—own them, fix them, grow from them.
  • Sleep-Well Ethics – Always choose the option you can feel proud of at night.
  • Think Critically, Act Proactively – Don't wait to be told—spot the issue and solve it.
  • Precision in the Details – Accuracy and thoroughness are non-negotiable.

What's in it for you?

This role offers growth opportunities, direct access to the founder, tool access, mission-driven work, and long-term stability. If you thrive in a culture of direct feedback, high standards, and zero micromanagement, you'll fit right in.

Perks:

  • 13th Month Bonus
  • Permanent work-from-home / remote set-up
  • Health insurance
  • Dental insurance
  • Mental health insurance
  • Great starting salary
  • Growth opportunity
  • Performance-based raises
  • Prizes and bonuses

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