Policy Administration Specialist

2 days ago

Marikina City, National Capital Region, Philippines beBeeAdministration Full time $9,600 - $14,400
About the Role

We are seeking a highly organized and detail-oriented Policy Administration Specialist to join our team. This role is responsible for managing client workflows, tracking policy applications, and providing exceptional customer service.

Responsibilities
  • Client Workflow Management: Guide clients through the insurance process from submission to approval, ensuring timely communication and updates.
  • Policy Application Tracking: Monitor the lifecycle of client applications, from submission to final policy activation, and respond promptly to underwriter requests.
  • Lead Intake and CRM Management: Maintain accurate and up-to-date client records in the CRM, including personal and medical information, and ensure all interactions and updates are properly logged.
  • Relationship and Communication Management: Provide empathetic and professional communication to clients, underwriters, and internal team members, ensuring clear and timely information exchange.
  • Ad Hoc Operational Support: Assist with various tasks as needed, including answering lead calls, managing delegated email tasks, and identifying operational inefficiencies for improvement.
Requirements
  • Exceptional Attention to Detail: Catch small errors and inconsistencies, ensuring accuracy and thoroughness in all work.
  • Strong Language and Proofreading Skills: Communicate clearly and professionally, both verbally and in writing.
  • Critical Thinking and Problem-Solving: Improve processes, troubleshoot issues, and streamline tasks without requiring hand-holding.
  • Insurance Industry Familiarity: Understand life insurance processes and terminology, enabling effective communication with underwriters and clients.
What We Offer
  • Growth Opportunities: Prove yourself and unlock potential for raises, bonuses, and long-term stability.
  • Direct Access to Leadership: Work closely with our transparent and ethical business owner.
  • State-of-the-Art Tools: Utilize top-tier platforms like ActiveCampaign and GSuite to optimize your workflow.
  • Mission-Driven Work: Contribute to a values-based business that prioritizes client satisfaction and peace of mind.
  • Your Ideas Matter: Bring your expertise and suggestions for process improvement.
Perks
  • 13th Month Bonus
  • Permanent Remote Setup
  • Health Insurance
  • Dental Insurance
  • Mental Health Insurance
  • Competitive Salary
  • Growth Potential
  • Performance-Based Raises
  • Prizes and Bonuses

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