Administrative Insurance Specialist

2 days ago

Ayala Alabang, National Capital Region, Philippines beBeeInsurance Full time $9,600 - $14,400

Insurance Professionals Wanted

We are seeking an experienced and detail-oriented Insurance Admin Assistant to join our team. This role is ideal for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service.

Key Responsibilities:

  • Client Workflow & Application Tracking
    • Guide clients through the insurance process from submission to approval
    • Monitor client applications, ensuring timely completion and final policy activation
    • Respond quickly to underwriter requests and update clients on their application status
    • Manage the shared support inbox and ensure all inquiries are addressed
    • Notify clients when their policy is approved and guide them to formally accept it
  • Lead Intake & CRM Management
    • Maintain accurate and up-to-date client records in the CRM (ActiveCampaign)
    • Ensure precise lead status tracking and log all interactions, updates, and milestones in the CRM or internal tracking systems
  • Relationship & Communication Management
    • Build trust and clarity with clients, underwriters, and internal teams through empathetic and professional communication
    • Handle follow-ups with warmth and consistency, ensuring clients feel cared for and informed
  • Ad Hoc Operational Support
    • Provide administrative support as needed, including answering incoming calls and responding to delegated email tasks
    • Identify and resolve operational inefficiencies, improving processes and streamlining work

About Our Team:

We are a high-touch, independent insurance agency dedicated to helping clients secure peace of mind. Our mission is to remove friction from the insurance journey and make life coverage feel human, trustworthy, and efficient.

Culture & 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.

Benefits:

  • 13th Month Bonus
  • Permanent remote setup
  • Health insurance
  • Dental insurance
  • Mental health insurance
  • Great starting salary
  • Growth opportunity
  • Performance-based raises
  • Prizes and bonuses

Requirements:

  • Exceptional attention to detail
  • Strong language and proofreading skills
  • Critical thinker and problem solver
  • Insurance industry familiarity

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