Insurance Operations Specialist

1 day ago

Quezon City, National Capital Region, Philippines beBeeInsurance Full time $40,000 - $55,000

Are you looking for a new career opportunity in the insurance industry? As a Risk Advisor Assistant, you will play a pivotal role in providing dedicated support to one of our experienced Risk Advisors.

This position focuses on assisting with daily insurance operations, client documentation, and coordination tasks to ensure smooth servicing of accounts. The ideal candidate will have a background in supporting brokerage account managers and possess a strong attention to detail.

  • Provide exceptional professional and administrative support to one Risk Advisor (Account Manager).
  • Assist in preparing insurance quotations, proposals, and renewal documents to support client servicing.
  • Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
  • Maintain and update client records and policy information in the CRM system.
  • Prepare and issue certificates of insurance as requested.
  • Gather and organize client data to prepare insurance policy applications and other supporting documentation.
  • Has knowledge of managing billing processes with both clients and insurance carriers.
  • Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  • Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.

We offer stable, long-term remote work with opportunities for growth and development in the insurance industry. This is an entry-level position that provides valuable experience and skills.

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