Senior Insurance Portfolio Specialist

7 days ago


Dumaguete, Central Visayas, Philippines beBeeAccount Full time ₱6,000,000 - ₱9,000,000
Insurance Account Manager Job Description

Fulfill a pivotal role in our insurance operations by processing applications and Acord forms accurately and efficiently. Collaborate with underwriters to ensure timely submission and follow up on quotes through online portals.


Key Responsibilities:
  • Process insurance applications and Acord forms swiftly, maintaining the highest standards of accuracy and efficiency.
  • Build strong relationships with underwriters and clients to facilitate seamless application processing.
  • Develop and maintain organized records and documentation for all submissions and quotes.

Requirements:
  • A minimum of 1-2 years of experience in insurance, underwriting support, or account management is highly preferred.
  • Proficiency in using Acord forms and insurance quoting portals is essential for success in this role.
  • Excellent written and verbal communication skills are required to effectively collaborate with underwriters and clients.
  • A high degree of attention to detail and exceptional organizational skills are necessary to excel in this position.


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