Operations Assistant/Specialist, Quezon City

• Process complex insurance tasks and operate various client systems independently.
• Optimize operations by analyzing problems, developing procedures, and ensuring compliance.
• Enhance customer experience by communicating with clients, addressing needs, and building strong relationships.
• Perform audits and troubleshooting to identify gaps, resolve issues, and meet compliance requirements.
• Conduct training by creating training plans, managing processes, and coaching junior trainers.
• Develop and update SOPs (Standard Operating Procedures) and training plans to ensure alignment with operational goals.
• Implement quality assurance measures to ensure processes meet high standards and client expectations.
• Support other tasks, including data analysis, reporting, and onboarding new clients and tasks.

• Bachelors degree in any field
• 2 years and above experience in financial services or related fields
• Training and coaching experience
• Proficiency in email communication
• Strong problem-solving, data analysis, time management, and planning skills
• Experience in creating and updating SOPs and technical or procedural documentation
• Quality assurance experience in reviewing and optimizing processes or outputs
• Day shift / Onsite

Preferred skills/expertise:

• Familiarity with OPEX and compliance processes
• Background in insurance Level 1