Job Description

The ROLE

The General Insurance Associate provides reliable, detail-oriented support, helping
manage documentation, records, renewals, and claims.

You are the kabaro of the senior account team with daily tasks, ensuring a smooth
client experience while advisors focus on relationships and strategy.



What YOU’LL DO

  • Prepare and send FSGs, cover confirmations, and other compliance documents.
  • Manage client emails and follow-ups, escalating when needed.
  • Update and maintain client and policy records.
  • Assist with renewal documents, schedules, and certificates of currency.
  • Monitor outstanding premiums, endorsements, and policy changes.
  • Manage shared mailboxes and ensure accurate digital filing.
  • Support renewals by gathering terms and completing documentation.
  • Track claim progress and follow up with insurers and clients.
  • Maintain claim notes and documentation.
  • Provide timely updates and escalate complex claims when required.
  • Support diary and task management for senior team members.
  • Track policy dates, reminders, and action items.
  • Complete workflow tasks accurately and on time.
  • Coordinate with internal team members and insurers for information and documentation.
  • Help ensure a consistent, high-quality client experience.


Requirements

What WE’RE LOOKING FOR
​
  • A degree in Business, Finance, Insurance, or related field
  • At least 2 years of office administration or operations experience
  • Experience in a general insurance admin or support role
  • Familiarity with general insurance products
  • Basic to intermediate understanding of claims processes
  • Hands-on experience on Insight Broking System and Insurance portals is a bonus
  • Strong organisational skills (written and verbal)
  • Good problem-solving and decision-making abilities


Benefits

PERKS
  • HMO coverage for you and one dependent
  • A comprehensive benefits package, including paid leave
  • Dayshift
  • Access to best-in-class training and development
  • Tribe events, celebrations, on-site clubs and activities


Job Details

Role Level: Associate Work Type: Full-Time
Country: Philippines City: Cebu City Central Visayas
Company Website: http://www.5elk.com Job Function: Administrative Support
Company Industry/
Sector:
Financial Services

What We Offer


About the Company

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