Policy Administration & Processing Support Staff Assistant, Makati

Educational Qualifications

• Business or IT-related course
• Graduate of a bachelors degree course

Experience

• 12 years of experience
• Data entry, customer service, or administrative experience is preferred

Key Responsibilities

• Preparing renewal notices and reports for release to clients, intermediaries, and branches
• Reviewing the renewal terms and conditions of policies prior to their release
• Completing all batch processes including reminders to clients, intermediaries, and branches via email and text messages
• Liaising with adjacent departments to maintain prompt turnaround times
• Executing transactions in the system, including but not limited to updates and changes to policy information (endorsements) and cancellations
• Communicating vital information to relevant stakeholder groups in a prompt and professional manner

Other Duties

• Taking an active role in the Performance Appraisal process as prescribed by company policy
• Participating in the departments action planning and strategy implementation
• Being ready to respond to changes within the department such as switching functions or teams
• Performing ad hoc tasks consistent with meeting the objectives of the department and company as a whole

Skills and Competencies

Must-Have Skills

• Ability to work through and make sense of large sets of data
• Ability to interpret and create reports
• Willingness to adapt to change
• Basic business writing skills

Good-to-Have Skills

• Basic understanding of insurance
• Ability to convey complex concepts to non-experts
• Proven track record as a team player
• Proficient in Microsoft Word and Excel