Commercial Insurance Specialist

1 day ago


San Juan, National Capital Region, Philippines beBeeInsurance Full time ₱9,600 - ₱14,400

About the Client:

We offer modern commercial insurance services to contractors and small businesses across California, Arizona, Nevada, Texas, and beyond. Our focus is on compliance, renewals, and risk management.

Our team is experienced, high-performing, but we're looking for help with operational tasks so we can stay focused on what matters. We thrive on synergy, communication, and shared pride in our work – no egos, just great energy and high standards.

Culture and Core Values:

We believe in taking care of the customer, each other, and taking pride in our day's work. Despite working remotely, we operate like a well-oiled machine: collaborative, dependable, and deeply focused on doing things right.

The growth potential is substantial, with opportunities to grow, impact that matters, sharpen your skills daily, and do meaningful work every day. Our culture values teamwork, open communication, and pride in one’s work.

Your next big opportunity starts here – ready to take the leap?

Responsibilities of the Insurance CSR include:

  • Client Communication & Frontline Support
  • Policy Servicing & Endorsements
  • Billing, Payments & Compliance
  • Rewal Tracking & Support
  • Data Management & Documentation

This role requires strong knowledge of insurance operations, familiarity with insurance terminology, excellent communication skills, strong attention to detail, organizational skills, and experience or exposure to construction or contractor insurance.

You will be responsible for handling approximately 17-20 phone calls per day, ranging from quick inquiries to more in-depth conversations. You will also draft and send welcome emails to new clients, retrieve and forward necessary documents from insurance carriers to internal service staff, and respond to client requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance.

Key Technologies include CRM Systems, Communication & File Sharing, Productivity Tools, e-Signatures, Project Tracking, and System Requirements.



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