Insurance Operations Assistant

1 week ago

Hagonoy, Central Luzon, Philippines beBeeRisk Full time ₱3,500,000 - ₱4,500,000
Risk Advisor Support Specialist

We are seeking a detail-oriented professional to join our operations team as a remote contractor. This role focuses on providing dedicated support to one of our Risk Advisors, assisting with daily insurance operations, client documentation, and coordination tasks to ensure smooth servicing of accounts.

This role is ideal for candidates with a background in supporting brokerage account managers and a strong attention to detail. If you have experience with insurance management systems or CRMs, and a commitment to accuracy and quality, we encourage you to apply.

Key Responsibilities:

  • Provide dedicated professional and administrative support to one Risk Advisor (Account Manager).
  • Assist in preparing insurance quotations, proposals, and renewal documents to support client servicing.
  • Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
  • Maintain and update client records and policy information in the CRM system.
  • Prepare and issue certificates of insurance as requested.
  • Gather and organize client data to prepare insurance policy applications and other supporting documentation.
  • Has knowledge of managing billing processes with both clients and insurance carriers.
  • Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  • Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.

Requirements:

  • Previous insurance industry experience (agency, brokerage, or carrier).
  • Familiarity with insurance terminology and processes.
  • Experience with insurance management systems or CRMs.
  • Ability to follow detailed instructions.
  • Commitment to accuracy and quality.
  • Strong work ethic and reliability.
  • Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
  • Excitement to learn insurance concepts and go above and beyond.

Benefits:

  • Opportunity to build valuable skills in the insurance industry
  • Stable, long-term remote position
  • Supportive team environment with training provided
  • Growth potential for high performers

Work Environment:

  • Remote work arrangement, 5 days a week, with 2 consecutive days off.
  • Working hours will be 9am - 6pm EST.

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