Admin Assistant – Insurance Operations

2 days ago

Cebu City, Central Visayas, Philippines beBeeInsurance Full time $9,600 - $14,400

We are seeking a highly organized and detail-oriented Admin Assistant to support our Insurance operations. This role involves guiding clients through the insurance process, monitoring application lifecycles, and providing timely updates on their status.

Key Responsibilities:
  1. Client Workflow & Application Tracking:
  • Guide each client through the insurance process from submission to approval.
  • Monitor the full lifecycle of client applications, from submission to final policy activation.
  • Send reminders to clients for required steps, such as completing health questionnaires and scheduling medical exams.
  • Respond quickly to underwriter requests by gathering necessary documentation or clarifying health-related questions from clients.
  • Proactively update clients on their application status with regular check-ins.
  • Manage the shared support inbox, ensuring all inquiries are addressed.
  • Notify clients when their policy is approved, guide them to formally accept it, and send a follow-up when it becomes active.
  • Coordinate between clients and the back office to ensure smooth application flow and compliance with insurance provider requests.
Lead Intake & CRM Management:
  • Maintain accurate and up-to-date client records in the CRM (ActiveCampaign).
  • Accurately input and update all relevant client data, including personal and medical information.
  • Keep track of lead status to reflect where each client is in the pipeline.
  • Ensure all interactions, updates, and milestones are properly logged in the CRM or internal tracking systems.
Relationship & Communication Management:
  • Maintain client relationships through empathetic and professional communication.
  • Handle follow-ups with warmth and consistency to keep clients informed.
  • Ensure clear communication across stakeholders to keep processes flowing.
Ad Hoc Operational Support:
  • Answer incoming lead calls and gather relevant information.
  • Manage delegated email tasks—responding or taking action on items forwarded by the team leader.
  • Identify and resolve operational inefficiencies without needing to be asked.

This role requires someone who can confidently take ownership of the backend and free up the team leader to focus on strategy and growth. If you're someone who thrives on structure, loves creating clarity from chaos, and takes pride in doing things right the first time—this is for you.

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