Insurance Planning Specialist
3 days ago
Our client is a leading financial advisory firm that specializes in life insurance advice. They are subject matter experts and deliver industry-leading advice to clients. This expertise is underpinned by their technical knowledge and the experience they provide to clients.
We are seeking a Paraplanner to work closely with Advisors to prepare and implement financial plans for clients. The ideal candidate will be trained to become an expert on insurance products as well as preparing advice for clients. This requires strong comprehension, logical reasoning, and analytical skills. Beyond experience, we are looking for someone who is professional and possesses impeccable English language communication skills in both written and verbal.
Responsibilities- Assist advisors in creating comprehensive financial plans for clients
- Conduct research on insurance products, financial concepts, superannuation, and tax strategies
- Prepare and analyze financial needs analysis reports to support the development of financial plans. These reports form the foundation for the advice provided to clients
- Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
- Attend client meetings with advisors to present and review financial plans
- Work with clients to gather necessary financial information and documents
- Understand and interpret legal documents related to insurance products
- Manage and update client information in our database
- 3 years of experience as a Paraplanner or in a similar role in the insurance industry preferred
- Accounting or similar experience highly advantageous
- Strong numerical and logical reasoning skills
- Good with math and comfortable working with numbers
- Familiarity with legal documents related to insurance products
- A desire to become an expert in both insurance products and advice preparation
- Excellent command of the English language
- Strong skills in Microsoft Excel and MS Office
- Meticulous attention to detail, especially in calculations and materials prepared
- Self-starter, has the ability to work independently and takes initiative
- Strong written and verbal communication skills
- 100% Remote Work
- 13th Month Pay
- Paid Service Incentive Leave upon probationary – 1.25 days per month
- Flexible arrangement allowing worked regular holiday to convert to additional SIL. If this option exercised then no holiday premium payable
- Annual performance appraisal subject for review
- Access to our free Learning and Development programs
We understand searching for a new job can be challenging and we're here to support you every step of the way. Our goal is to make the process transparent and respectful as possible.
The interview process includes a Recruiter Interview, Client Interview, and Practical Test but may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can ensuring you feel valued and supported throughout your journey with us.
-
Insurance Support Specialist
3 days ago
Angeles City, Central Luzon, Philippines beBeeInsurance Full time ₱9,000 - ₱10,000Insurance Support SpecialistWe are seeking a highly skilled and detail-oriented Insurance Support Specialist to join our team.The ideal candidate will have hands-on experience using Applied Epic, strong communication and organizational skills, and the ability to meet deadlines.Key Responsibilities:Provide responsive and professional customer service via...
-
Insurance Verification Expert
2 days ago
Angeles City, Central Luzon, Philippines beBeeInsurance Full time ₱600,000 - ₱800,000Job Title: Insurance Verification ExpertWe are seeking an experienced Insurance Verification Specialist with expertise in Neurology and Allergy practices.The role involves verifying patient insurance coverage, benefits, and eligibility to ensure smooth billing and claims processing.Key Responsibilities:Verify patient insurance eligibility, coverage, and...
-
Angeles City, Central Luzon, Philippines beBeeInsurance Full time ₱600,000 - ₱800,000Insurance Operations SpecialistWe are seeking a diligent and resourceful professional to fill the role of Insurance Operations Specialist.About the Role:This position involves providing exceptional customer service via email and phone, ensuring timely follow-ups and task tracking within our proprietary software. The ideal candidate will possess strong...
-
Life Insurance Specialist
1 week ago
Cebu City, Central Visayas, Philippines Fortune Life Insurance Co., Inc. Full time $40,000 - $60,000 per yearCompany DescriptionFortune Life Insurance Co., Inc. believes in addressing individuals' unique financial risk-sharing needs. Our ultimate responsibility is to our policyholders, maintained through financial protection for the family and efficient operations. We aim to exceed customer satisfaction, provide professional agents with innovative products, and...
-
Insurance Claim Processor
3 days ago
Angeles City, Central Luzon, Philippines beBeeClaims Full time ₱1,000,000 - ₱1,300,000Dental Claims SpecialistWe are seeking a highly motivated and detail-oriented individual to fill the role of Dental Claims Specialist. As a key member of our team, you will play a critical role in delivering exceptional service to customers.As a Dental Claims Specialist, your primary responsibilities include:Following up on outstanding insurance claims,...
-
Senior Insurance Application Specialist
3 days ago
Angeles City, Central Luzon, Philippines beBeeInsuranceSpecialist Full time $40,000 - $60,000Job SummaryThis role is responsible for handling insurance policy applications, endorsements, renewals, and cancellations in a fast-paced environment. Insurance specialists play a critical part in ensuring compliance with company standards and regulatory requirements.Main Responsibilities:Policy Processing: Process new insurance policy applications,...
-
Medical Insurance Verification Coordinator
3 days ago
Angeles City, Central Luzon, Philippines beBeeInsurance Full time ₱7,000 - ₱13,500Job Title: Insurance SpecialistWe are seeking a detail-oriented insurance specialist to verify patient insurance coverage and prepare authorization requests.This role requires strong analytical and problem-solving skills, excellent verbal and written communication skills, and the ability to work in a fast-paced environment.The successful candidate will have...
-
Angeles City, Central Luzon, Philippines Physicians Billing Solutions PI Full time ₱200,000 - ₱300,000 per yearThe Insurance Verification and Authorization Specialist is responsible for verifying patient insurance coverage, obtaining necessary authorizations and pre-certifications for medical procedures and services, and ensuring accurate and timely communication with healthcare providers, patients, and insurance companies. This role plays a critical part in...
-
Dental Insurance Claims Professional
3 days ago
Angeles City, Central Luzon, Philippines beBeeClaims Full time ₱839,500 - ₱1,249,500Job Title: Dental Claims SpecialistAbout the RoleThis is a unique opportunity to take on a challenging role in the field of dental insurance. As a Dental Claims Specialist, you will play a vital part in delivering exceptional service to our clients.You will be responsible for managing and processing claims, resolving issues, and providing support while...
-
Medical Insurance Claims Processor
1 week ago
Angeles City, Central Luzon, Philippines beBeeVerification Full time ₱150,000 - ₱250,000Insurance Verification SpecialistThis role verifies patient insurance on a monthly basis, working closely with various employees and stakeholders to ensure timely and accurate claims processing.Verifies patient insurance benefits and updates relevant records.Performs data entry on billing sheets and assists with task assignments.Contributes to customer...
