Insurance executive / Backend Support

Private Advertiser; Santo Niño 1st; On-site; PHP 279,000 - 446,000; Full time

Job summary

Private Advertiser in the Philippines is seeking a dedicated Executive Assistant to support our Insurance Broking team with policy administration, renewals, and client servicing.

You will maintain policy records, coordinate with insurers, prepare quotations and SOA, and assist Account Managers and Brokers. Proficiency in MS Office is required and attention to detail is essential for timely, accurate processing.

Qualifications

• Experience handling renewals, quotations, SOA preparation, and insurer submissions.
• Proficient in Microsoft Excel and Word.
• Strong organisational skills and ability to manage deadlines.

Responsibilities

• Prepare and issue quotations, cover notes, Certificates of Insurance, and policy documents.
• Maintain policy records and client files with accurate documentation.
• Manage policy renewal processes and follow up on renewal decisions.
• Liaise with insurers and clients on endorsements and policy inquiries.
• Prepare statements of account and assist in premium collection follow-ups.
• Support invoicing, billing administration, and management reporting.

Skills

Organisational skills

Attention to detail

Strong communication skills

Ability to multitask

Independent yet collaborative

Education

CGI or equivalent insurance qualification

Tools

Microsoft Excel

Microsoft Word

Job description

We are seeking a dedicated and detail-oriented Executive Assistant to support our Insurance Broking team. The successful candidate will play a key role in policy administration, renewals, client servicing support, documentation management, and coordination with insurers to ensure efficient processing of insurance transactions.

Key Responsibilities

Policy Administration & Documentation

Prepare and issue quotations, cover notes, Certificates of Insurance, policy schedules, endorsement documents, and other insurance-related correspondence.

Ensure accurate and timely maintenance of policy records and client files.

Maintain proper documentation trails and electronic filing of all client and insurer correspondence.

Prepare and update insurance coverage summaries and policy information.

Renewals & Client Servicing Support

Manage policy renewal processes, including monitoring expiry dates, preparing renewal quotations, and following up with clients on renewal decisions.

Maintain and update renewal registers and policy status reports.

Assist Account Managers and Brokers in servicing existing client accounts.

Liaise with insurers and clients on policy amendments, endorsements, and policy enquiries.

Source and obtain quotations from insurers for new and renewal business.

Prepare and send quotations to clients promptly.

Follow up on outstanding quotations and renewal opportunities.

Transmit Submission Broking (SB) documents and ensure complete submission requirements are met.

Prepare Statements of Account (SOA) and assist in premium collection follow-ups.

Support invoicing and billing administration.

Ensure premium transactions and related records are properly maintained.

Administrative Support

Prepare management reports, renewal statistics, and departmental records as required.

Support marketing initiatives and insurance proposal preparations.

Assist with ad-hoc administrative duties assigned by management.

Requirements

Experience handling renewals, quotations, SOA preparation, and insurer submissions will be advantageous.

Proficient in Microsoft Office applications, particularly Excel and Word.

Strong organisational skills with the ability to manage multiple tasks and deadlines.

Meticulous, responsible, and attentive to details.

Good interpersonal and communication skills.

Ability to work independently as well as collaboratively within a team environment.

Preferred Qualifications

Certificate in General Insurance (CGI) or equivalent insurance qualification.

Prior experience in an insurance broking environment will be highly advantageous.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Singapore?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?