Key Responsibilities:

• Policy Processing: Accurately process new policy applications, policy changes (endorsements), cancellations, and renewal notices within the established service level agreements (SLAs).

• Document Verification: Review all submitted application forms and supporting documents for completeness, authenticity, and compliance with underwriting guidelines.

• Database Management: Input and update policyholder information, premium payments, and policy status changes into the core insurance administration system.

• Premium Reconciliation: Assist the billing department in reconciling premium payments and generating premium due statements for policyholders.

• Internal Communication: Serve as a liaison between sales agents, underwriters, and the client services team to resolve discrepancies related to policy documentation.

• Educational Background: Bachelor's Degree in Business Administration, Finance, Accounting, or a related field is required.

• Experience: 1-3 years of experience in insurance processing, banking, or a high-volume data administrative role. Prior exposure to insurance software or policy systems is highly advantageous.

• Technical Proficiency: High proficiency in Microsoft Excel for tracking and reporting. Experience with insurance policy management software and accurate typing/data entry skills are mandatory.

• Soft Skills: Exceptional attention to detail, a systematic and procedural approach to work, and high integrity for handling confidential financial information.

• Work Setup Readiness: Must possess strong self-discipline for remote work and be available to come on-site to the Taguig office for mandatory annual compliance training, physical document audits, and team meetings.