Insurance Quotation & Admin Support Specialist

Agile Tech Ops Inc.; Philippines; Hybrid; PHP 335,000 - 502,000; Full time

Job summary

Agile Tech Ops Inc. in Makati is seeking an Insurance Admin Support to assist Brokers with quotations, policy renewals, and customer coordination, while handling a range of administrative tasks with accuracy.

Ideal candidates have a Bachelor’s Degree in Business Administration or related field, strong organizational and communication skills, and proficiency with Microsoft Word and Excel to support daily operations.

Qualifications

• Bachelor’s Degree in Business Administration or a related field (preferred).
• Experience in data entry, record keeping, or using insurance policy systems is beneficial.
• Knowledge of insurance policies, carriers, and processing is an advantage.
• Experience coordinating with customers and insurance brokers is preferred.

Responsibilities

• Assist Brokers in handling insurance quotations for customer requirements.
• Ensure all insurance quotations are accurate and received by Brokers on time.
• Prepare required reports for the Brokers.
• Plan and manage paperwork.
• Draw up quotations.
• Notify customers of their policy renewals.
• Handle invoicing to customers.
• Perform any additional tasks required by the Broker.

Skills

Data entry

Record keeping

Insurance policy systems

Analytical thinking

Interpersonal communication

Customer service

MS Word

MS Excel

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Word

Microsoft Excel

Job description

Agile Tech Ops Inc. in Makati is seeking an Insurance Admin Support to assist Brokers with quotations, policy renewals, and customer coordination, while handling a range of administrative tasks with accuracy.

Ideal candidates have a Bachelor’s Degree in Business Administration or related field, strong organizational and communication skills, and proficiency with Microsoft Word and Excel to support daily operations.