Insurance Policy & Client Success Specialist

Winebrenner & Iñigo Insurance Brokers,Inc; Philippines; On-site; PHP 300,000 - 520,000; Full time

Job summary

Winebrenner & Iñigo Insurance Brokers,Inc is seeking a detail-oriented Marketing Specialist to manage insurance policy servicing and client coordination. You will handle policy issuance, renewals, endorsements, and prepare proposals for various lines, while ensuring timely communication and accurate documentation.

The role requires at least 3 years in insurance servicing, with a strong focus on communication and coordination with clients and insurers.

Qualifications

• Bachelor’s degree in any field
• At least 3 years of experience in insurance servicing
• Experience in motorcar, property, or general insurance
• Insurance brokerage experience is an advantage
• Good communication skills, both verbal and written
• Multiple positions available

Responsibilities

• Facilitate issuance and renewal of insurance policies
• Follow up via email and calls on policy requests, renewals, endorsements
• Provide timely updates to clients on policies and related documents
• Prepare proposals and quotations for various insurance lines
• Coordinate with insurance companies for rates and approval of proposals/quotations

Skills

Communication skills

Detail-oriented

Insurance servicing

Policy issuance

Client coordination

Education

Bachelor’s Degree

Job description

Winebrenner & Iñigo Insurance Brokers,Inc is seeking a detail-oriented Marketing Specialist to manage insurance policy servicing and client coordination. You will handle policy issuance, renewals, endorsements, and prepare proposals for various lines, while ensuring timely communication and accurate documentation.

The role requires at least 3 years in insurance servicing, with a strong focus on communication and coordination with clients and insurers.