Risk Support Specialist

7 days ago

Tanauan, Calabarzon, Philippines beBeeInsurance Full time ₱360,000 - ₱480,000

Job Title: Insurance Operations Assistant

This role involves providing dedicated support to a Risk Advisor in daily insurance operations, client documentation, and coordination tasks.

  • The ideal candidate will have a background in supporting brokerage account managers and possess a strong attention to detail.
Key Responsibilities:
  1. Assist in preparing insurance quotations, proposals, and renewal documents to support client servicing.
  2. Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
  3. Maintain and update client records and policy information in the CRM system.
  4. Prepare and issue certificates of insurance as requested.
  5. Gather and organize client data to prepare insurance policy applications and other supporting documentation.
  6. Manage billing processes with clients and insurance carriers.
  7. Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
  8. Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.
Requirements:
  1. Previous experience in the insurance industry (agency, brokerage, or carrier).
  2. Familiarity with insurance terminology and processes.
  3. Experience with insurance management systems or CRMs.
  4. Ability to follow detailed instructions.
  5. Commitment to accuracy and quality.
  6. Strong work ethic and reliability.
  7. Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
Benefits:
  1. Opportunity to build valuable skills in the insurance industry.
  2. Stable, long-term remote position.
  3. Supportive team environment with training provided.
  4. Growth potential for high performers.
Job Details:
  • Full-time employment.
  • Entry-level position.
  • Finance and sales job function.
  • Human resources services industry.

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