Insurance Operations Specialist

18 hours ago


Batangas, Calabarzon, Philippines beBeeAccount Full time $40,000 - $80,000

Job Title: Account Manager

Full-time Remote Work Opportunity

We are seeking a detail-oriented and organized Account Manager to support our insurance operations. The role involves filling out applications, Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals.

Key Responsibilities:
  • Complete and process insurance applications and Acord forms accurately and efficiently.
  • Submit quote requests to underwriters via email and track responses in a timely manner.
  • Obtain quotes from online insurance portals and prepare comparative proposals for clients.
  • Communicate effectively with underwriters and clients to ensure smooth processing of applications.
  • Maintain organized records and documentation of all submissions and quotes.
Required Skills and Qualifications:
  • Experience in insurance, underwriting support, or account management is highly preferred.
  • Proficiency with Acord forms and insurance quoting portals is essential.
  • Strong written and verbal communication skills are required.
  • Excellent organizational skills with attention to detail are necessary.
Tools & Systems:
  • NowCerts (Agency Management System)
  • Online quoting portals for insurance carriers and wholesalers


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