Insurance Operations Coordinator

4 days ago


Manila, National Capital Region, Philippines beBeeProfessional Full time ₱750,000 - ₱1,500,000
Job Overview:

The Broking Assistant plays a pivotal role in facilitating seamless day-to-day operations, efficient processing of insurance policies and renewals, and exceptional client service delivery.

Key Responsibilities:
  • Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
  • Assist in preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation.
  • Liaise with insurers to obtain terms, endorsements, and policy updates.
  • Accurately enter and update client and policy information in the broking management system/CRM.
  • Follow up on documentation from clients and insurers, ensuring all required information is obtained.
  • Assist in compiling underwriting submissions and gathering risk information.
  • Monitor and follow up on unpaid premiums and renewal processing.
  • Assist with lodgement and follow up of insurance claims.
Required Skills and Qualifications:
  • Minimum 1–2 years' experience in an insurance support or administrative role (general insurance preferred).
  • Strong attention to detail with a commitment to accuracy.
  • Excellent written and verbal communication skills.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office (Outlook, Word, Excel).
  • Comfortable learning and using insurance broking systems and CRM platforms.


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