Insurance Operations Specialist

1 day ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeInsuranceAccountManager Full time ₱3,500,000 - ₱5,500,000
Job Title: Insurance Account Manager

We are seeking an experienced professional to join our team as an Insurance Account Manager. This role involves supporting our insurance operations, filling out applications and Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals.

About the Role
  • This position requires strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.
  • The ideal candidate should have experience in insurance, underwriting support, or account management, as well as proficiency with Acord forms and insurance quoting portals.
Key Responsibilities
  1. Process insurance applications and Acord forms accurately and efficiently.
  2. Submit quote requests to underwriters via email and track responses in a timely manner.
  3. Obtain quotes from online insurance portals and prepare comparative proposals for clients.
  4. Maintain organized records and documentation of all submissions and quotes, ensuring seamless communication with underwriters and clients.
Requirements and Qualifications
  • A minimum of 2-5 years of experience in insurance, underwriting support, or account management is preferred.
  • Proficiency with tools such as NowCerts (Agency Management System) and online quoting portals for insurance carriers and wholesalers is required.
  • Bachelor's degree in a relevant field such as business, finance, or marketing is preferred.
  • Strong written and verbal communication skills, with excellent organizational and time management skills.
What We Offer
  • Fulfilling work environment with opportunities for growth and development.
  • Competitive salary and benefits package.
  • Ongoing training and support to ensure success in the role.


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