Insurance Operations & Renewals Specialist

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

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.