Policy Manager

6 days ago


Rizal, Philippines beBeeInsurance Full time $40,000 - $50,000
Job Overview

The Insurance Specialist is responsible for processing and managing insurance policy applications, endorsements, renewals, certificates, and cancellations. This role requires strong organizational and time-management skills to ensure timely completion of tasks.

Key Responsibilities
  • Process new insurance policy applications by verifying all required information and documentation are complete and accurate.
  • Handle endorsements, renewals, and cancellations efficiently, ensuring minimal disruption to clients and stakeholders.
  • Review policy applications for compliance with industry standards and regulatory requirements, making adjustments as necessary.
Documentation Management
  • Maintain accurate and organized client files and policy records, utilizing digital storage solutions where possible.
  • Ensure all policy documentation is properly scanned, filed, and stored in a secure manner.
  • Generate and distribute policy documents to clients and relevant parties, maintaining confidentiality when necessary.
Skills and Qualifications
  • Prior experience in commercial property and casualty insurance processing is highly desirable, with a focus on quality assurance.
  • Familiarity with insurance software such as Applied EPIC, AMS 360, EZ Lynx, and CRM systems, enabling seamless data entry and verification.
Benefits

This is a remote work opportunity, allowing the specialist to work from home with a dual-monitor setup. Windows OS is required, with IOS not accepted due to technical limitations.



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