Commercial Insurance Support Professional

2 days ago

Baguio City, Cordillera, Philippines beBeeInsurance Full time ₱1,200,000 - ₱1,600,000
Job Title: Insurance Assistant

We are seeking a detail-oriented and motivated insurance assistant to join our team remotely and support our account managers in delivering exceptional outcomes for clients.

  • Support account managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
  • Assist in preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation.
  • Liaise with insurers to obtain terms, endorsements, and policy updates.
  • Accurately enter and update client and policy information in the broking management system/CRM.
  • Follow up on documentation from clients and insurers, ensuring all required information is obtained.
  • Assist in compiling underwriting submissions and gathering risk information.
  • Monitor and follow up on unpaid premiums and renewal processing.
  • Assist with lodgement and follow up of insurance claims.
  • Maintain compliance with regulatory and internal procedures, including file notes and records management.
  • Provide ad hoc administrative and support tasks as directed by the broking team.
Key Requirements:
  • Minimum 1–2 years' experience in an insurance support or administrative role (general insurance preferred).
  • Strong attention to detail with a commitment to accuracy.
  • Excellent written and verbal communication skills in English.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office (Outlook, Word, Excel).
  • Comfortable learning and using insurance broking systems and CRM platforms.
Preferred:
  • Previous experience working in a broking firm or with Australian general insurance products.
  • Familiarity with WinBEAT, JAVLN Officetech, or other broking software (training will be provided).
  • Tier 2 or Tier 1 insurance broking qualification (or international equivalent) desirable. Training pathways will be provided after qualifying period.
Attributes & Behaviours:
  • Customer-first mindset with a proactive and responsive attitude.
  • Team player who communicates effectively with both colleagues and clients.
  • Willingness to learn and adapt to a fast-paced, changing environment.
  • High level of integrity and confidentiality.
  • Strong problem-solving abilities and initiative.
  • A positive outlook and sense of humour are definite assets

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