Insurance Team Lead

4 weeks ago

Taguig, Philippines Arch Global Services Philippines Full time

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The Premium Operations Team lead will oversee a delivery team with a focus on production levels, service level agreements, quality and process improvement. This position utilizes insurance operations and finance expertise along with LEAN principles to deliver quality service with a focus on team engagement. The role will work closely with the Team Manager to provide ongoing feedback and support problem solving.

  • Lead team in delivery of premium operations services including:
  • Review submissions and record premium details accurately
  • Perform validations and review to confirm accuracy of data recorded
  • Prepare and issue documents and reports accurately, as per specifications
  • Prepare payment requests for commission and return premiums
  • Ensure established service level agreements are met by team
  • Escalate production issues proactively to ensure quick resolution
  • Identify, lead and coordinate process improvement opportunities
  • Ensure Productivity/Quality Tracking is monitored and accurate
  • Coordinate and implement trainings
  • Create and maintain Standard Operating Procedures, as necessary
  • Provide coaching and feedback to team members
  • Escalate personnel issues on a timely basis
  • Track capacity and resources to plan
  • Enhance and promote team engagement
  • Other duties as assigned

Qualifications

Required Skills/Experience

  • Microsoft Excel – Advanced
  • Power BI – Proficient with views & customization
  • Data & Analysis – Advanced
  • User Based Technology – Capabilities knowledge: Alteryx, PBI, Smartsheet etc.
  • Strong leadership skills with a proven track record of high-quality results
  • Continual improvement mindset and positive influence
  • Demonstrated organizational skills with flexibility to changing requirements
  • Strong customer service orientation with an ability to understand, improve workflow and processes
  • Excellent communication, both verbal and written with fluency in the English language
  • Strong analytical skills and financial acumen with the ability to collect and analyze information with attention to detail and accuracy
  • Working knowledge of standard insurance & reinsurance terminology
  • Proficient in Microsoft Office, Excel, Smartsheets, Imageright, PowerBI.
  • Strong analytical and problem-solving ability

Additional Information

Education :

• Bachelor’s degree in business, Management, Accounting, Finance, Mathematics, Statistics

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Administrative and Strategy/Planning
  • Industries Insurance, Insurance and Employee Benefit Funds, and Insurance Carriers

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