Senior Client Liaison

2 days ago

Mabalacat, Central Luzon, Philippines beBeeSpecialist Full time ₱350,000 - ₱500,000
Insurance Support Specialist

Job Description:

We are seeking an experienced Insurance Support Specialist to join our team. The successful candidate will provide administrative and client service support to our broking team, ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and the delivery of high-quality client service.

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.

Requirements:

  • 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 in English.
  • 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.

Preferred Requirements:

  • Previous experience working in a broking firm or with Australian general insurance products.
  • Familiarity with WinBEAT, JAVLN Officetech, or other broking software (training will be provided).

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