Remote Insurance Admin Specialist – Renewals & Policy Docs

SOVA; Masamat; On-site; PHP 201,000 - 312,000; Full time

Benefits offered by this job

HMO

Paid Time Off

Employee Referral Program

Company Equipment

Job summary

Beepo in Clark, Pampanga, is seeking an Insurance Admin Assistant to support insurance brokers by processing new business, renewals, endorsements, and related documents. You will prepare quotations, manage invoices, maintain client records, and ensure accuracy while providing timely service in a remote, day-shift setting.

Candidates should have 1–2 years in Australian General Insurance, strong Excel skills, and solid written and verbal communication; training and career growth are offered.

Qualifications

• 1–2 years of experience in Australian General Insurance.
• Experience working with insurance brokers and handling broker-related tasks.
• Experience with renewals (lease or insurance).
• Experience in email management and professional client communication.
• Experience using insurance-related CRM systems.
• Experience with Winbeat or similar software is highly desirable.
• Proficient in Microsoft Excel and Office.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Organised with good time-management and task-management skills.

Responsibilities

• Provides support to insurance brokers by processing new business, renewals, cancellations, and endorsements across various types of insurance.
• Prepares comparative quotations using client information, claims history, and policy details.
• Ensures all transactions are processed accurately and in accordance with procedures.
• Processes invoices and handles closings and invoicing.
• Follows up on outstanding debtor accounts and resolves related queries.
• Maintains electronic filing of client and policy documentation.
• Prepares and issues policy documents including Certificates of Insurance and wordings.
• Prepares monthly renewal documentation and follows up on policies.
• Sends emails, amendments, contracts, and other documents to customers.
• Allocates deposits and updates the database with current customer information.
• Provides admin support to brokers and assists with day-to-day operations.
• Performs other duties as assigned.

Skills

Attention to detail

Time management

Written & verbal communication

Insurance broker support

Microsoft Excel

Email management

Proactive mindset

Independent work

Tools

Winbeat

CRM systems

Microsoft Excel

Microsoft Office

Job description

Beepo in Clark, Pampanga, is seeking an Insurance Admin Assistant to support insurance brokers by processing new business, renewals, endorsements, and related documents. You will prepare quotations, manage invoices, maintain client records, and ensure accuracy while providing timely service in a remote, day-shift setting.

Candidates should have 1–2 years in Australian General Insurance, strong Excel skills, and solid written and verbal communication; training and career growth are offered.