Insurance Admin Assistant

Beepo; Morong; On-site; PHP 335,000 - 469,000; Full time

Benefits offered by this job

Total rewards

Employee referral program

Work life balance

Job summary

Beepo is seeking an Insurance Administration Support professional to assist Australian General Insurance brokers from its Clark, Pampanga office. The role involves processing new business, renewals and endorsements, preparing quotations, and ensuring accurate documentation and invoicing.

You will manage emails, CRM data, and policy documents while maintaining high standards of accuracy and customer service in a fast-paced environment.

Qualifications

• 1–2 years of experience in Australian General Insurance.
• Experience with insurance brokers and broker-related tasks.
• Experience in lease renewals and/or insurance renewals.
• Email management and professional client communication.
• Experience using insurance-related CRM systems.
• Winbeat or similar insurance software is highly desirable.
• Proficiency in Microsoft Excel and Microsoft Office.
• Strong written and verbal communication skills.
• Highly detail-oriented with excellent organisational ability.
• Able to work independently with minimal supervision.

Responsibilities

• Provides support to insurance brokers by processing new business, renewals, cancellations, and endorsements.
• Prepares comparative quotations using client information and policy details.
• Ensures transactions comply with procedures and guidelines.
• Processes invoices and handles closings and invoicing.
• Follows up on debtor accounts and resolves queries.
• Maintains organised electronic filing of client and policy docs.
• Prepares and issues policy documents, certificates, and amendments.
• Prepares monthly renewal documentation and follows up.
• Emails policy amendments, contracts, and documentation to customers.
• Allocates deposits to client records and processes banking daily transactions.
• Updates customer databases to ensure accuracy.
• Provides administrative support to brokers and assists with day-to-day operations.
• Performs other duties as assigned by the client.

Skills

Attention to detail

Excellent written and verbal comms

Organisational skills

Time management

Ability to work under pressure

Independent work style

Proactive attitude

Tools

CRM systems

Winbeat or similar

Excel

Job description

• Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
• Employee Referral Program
• Work Life Balance

Key Responsibilities:

• 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.

About Beepo

Beepo is a Probe Group company, a full-service Australian-owned outsourcing company, with a team of 15,000 across 6 countries — the largest, and most diverse Australian-owned customer experience outsourcing provider.

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.