Insurance Admin & Renewals Specialist

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

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.