AU Insurance Admin Assistant

Beepo Inc.; Mabalacat; Remote; PHP 279,000 - 424,000; Full time

Benefits offered by this job

Competitive compensation

HMO

Paid time off

Employee referral program

Company provided equipment

Work life balance

Job summary

Beepo is seeking an Insurance Admin Assistant to support insurance brokers by processing new business, renewals, cancellations, and endorsements across various insurance types. You will prepare quotations, ensure accurate processing, and manage invoices and client documentation.

The role requires experience with insurance CRM systems, strong Excel skills, and excellent communication. This remote, day-shift position offers opportunities to grow with Beepo’s global client base.

Qualifications

• 1-2 years of experience in Australian General Insurance.
• Experience working with insurance brokers and broker-related tasks.
• Experience in lease renewals and/or insurance renewals.
• Experience in email management and professional client communication.
• Experience using insurance-related CRM systems.
• Experience with Winbeat or similar insurance software is highly desirable.
• Proficient in Microsoft Excel.
• Excellent written and verbal communication skills.

Responsibilities

• Provides support to insurance brokers by processing new business, renewals, cancellations, and endorsements across various types of insurance.
• Prepares comparative quotations using client information, claims history, and current policy details, and presents these to advisers using templates.
• Ensures all transactions are processed accurately and in accordance with procedures and guidelines.
• Processes invoices accurately within the system and checks and processes closings and invoices as required.
• Follows up on outstanding debtor accounts and assists with resolving related queries.
• Maintains accurate and organised electronic filing of client and policy documentation.
• Prepares and issues policy documents, including Certificates of Insurance, policy wordings, COC and other required documentation.
• Prepares and issues monthly renewal documentation and follows up to confirm policies.
• Sends emails, policy amendments, contracts, and other required documentation to customers.
• Processes daily transactions from banking records and allocates deposits to client records.
• Regularly updates the database to ensure current and accurate customer information.
• Provides administrative support to brokers and assists with day-to-day operations.
• Performs other duties as assigned by the client.

Skills

Insurance processing

CRM systems

Microsoft Excel

Communication

Attention to detail

Time management

Tools

Winbeat

CRM platforms

Job description

Discover 100% YOU as an Insurance Admin Assistant

• Position: Insurance Admin Assistant

• Location: Central Luzon

• Work setup & shift: Remote | Day Shift

What's in it for you?

• Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)

• Employee Referral Program

• Work Life Balance/Company Provided Equipment

Your Role

As an Insurance Admin Assistant , you are responsible for:

• Provides support to insurance brokers by processing new business, renewals, cancellations, and endorsements across various types of insurance.

• Prepares comparative quotations using existing client information, claims history, and current policy details, and presents these to advisers using established templates.

• Ensures all transactions are processed accurately and in accordance with company procedures and guidelines.

• Processes invoices accurately within the system and checks and processes closings and invoices as required.

• Follows up on outstanding debtor accounts and assists with resolving any related queries.

• Maintains accurate and organised electronic filing of client and policy documentation.

• Prepares and issues policy documents, including Certificates of Insurance, policy wordings, COC and other required documentation.

• Prepares and issues monthly renewal documentation and follows up to confirm policies.

• Prepares and sends emails, policy amendments, contracts, and other required documentation to customers.

• Processes daily transactions from banking records and accurately allocates deposits to the appropriate client records.

• Regularly updates the database to ensure current and accurate customer information is maintained.

• Provides administrative support to brokers and assists with various tasks required to support the day-to-day operations of the business.

• Performs other duties and tasks as assigned by the client.

Qualifications, Skills and Experience

• 1-2 years of experience in Australian General Insurance.

• Previous experience working with insurance brokers and handling broker-related tasks.

• Experience in lease renewals and/or insurance renewals.

• Experience in email management and professional client communication.

• Experience using insurance-related CRM systems.

• Experience with Winbeat or similar insurance software is highly desirable.

• Proficient in Microsoft Office applications, particularly Microsoft Excel.

• Excellent written and verbal communication skills.

• Strong attention to detail and accuracy.

• Excellent organisational, time-management, and task-management skills.

• Ability to work under pressure and meet deadlines in a fast-paced environment.

• Ability to work independently with minimal supervision.

• Demonstrates a strong sense of urgency and a proactive approach to work.

• Adaptable, trainable, and able to quickly learn new processes and systems.

• Demonstrates a positive, can-do attitude and willingness to take on new responsibilities.

• Open, transparent, and professional when communicating with team members, brokers, and clients.

• Knowledge and experience in insurance broking and policy processing would be an advantage.

About Beepo

Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.

You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.