Insurance Support Specialist

7 days ago


Manila, National Capital Region, Philippines Intogreat Solutions Full time

We are a global company, Intogreat Solutions, providing offshore professional staffing solutions for small and medium-sized businesses across various industries.

About the Role

The successful candidate will support our CEO and team of insurance professionals by managing client interactions, organizing business workflow, reviewing and responding to emails, and collaborating with insurance providers on renewals.

  1. Reviewing CEO's emails
  2. Delegating tasks from CEO's emails
  3. Scheduling and coordinating appointments
  4. Data entry and file management in CRM and SharePoint
  5. Assisting with client inquiries and concerns
  6. Providing administrative support to the insurance and investment team
  7. Maintaining accurate and organized client records
  8. Organising and managing client onboarding and review workflows
  9. Reviewing and working closely with insurance providers on insurance renewals
  10. Providing up-to-date, accurate insurance quotes
  11. Completing Insurance and investment applications for clients
  12. Organising Tele-Health appointments and insurance questionnaires
  13. Completing requests/forms for clients regarding alterations
  14. Organising and managing data collection for onboarding clients
  15. Managing policy endorsements and cancellations
  16. Maintaining and facilitating communication with customers and advisers
  17. Setting up information and managing data in CRM (Midwinter/Xplan)
  18. Reviewing received documents and following up on any outstanding requirements via verbal and written channels
  19. Assessing documentation and requests in line with financial planning rules, compliance requirements, and industry standards
  20. Drafting emails for Key account managers to issue to clients throughout the insurance and investment process


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