Orphan Management Specialist

2 weeks ago

Makati City, National Capital Region, Philippines Hunter's Hub, Inc. Full time

Job Summary:

At Hunter's Hub, Inc., we are seeking an experienced Orphan Management Specialist to join our team. The successful candidate will be responsible for ensuring the seamless execution of interim orphan adoption activities across all Retail Distribution channels.

Main Responsibilities:

  • Direct coordination with the Distribution Campaigns Execution team, RD Channel PICs, and other relevant stakeholders to ensure the effective and efficient adoption of orphan policies
  • Timely delivery of email and SMS communications to both distributor and policy owners on the processed transfer of business (TOB)
  • Ensuring timely delivery of expected work outputs, as assigned by Orphan Management Lead, including but not limited to: sending of orphan lists to Sales Managers/Branch Heads, assignment of new servicing distributor, Orphan policy cleanup, regular tracking and monitoring of transferred policies and failed transfers, and sending of manual TOB requests to Licensing team

Requirements:

  • Bachelor's degree in Business Administration, Finance, or any related field
  • Proficient in MS Office applications, especially MS Excel
  • Good interpersonal and communication skills (oral and written)
  • Minimum of 2 years of experience in data management and analysis
  • 2 years experience in ensuring accurate monitoring of policy transfers and identification of areas for improvement

Preferred Qualifications:

  • Proven experience in coordinating with relevant stakeholders to facilitate smooth execution of operational tasks
  • Preferably with insurance policies and procedures, particularly in the context of orphan policies and transfer of business processes
  • Ability to collaborate with cross-functional teams
  • Detail-oriented approach with a focus on accuracy and quality assurance in tasks

About Us:

Hunter's Hub, Inc. is a leading provider of innovative solutions for the financial services industry. We are committed to delivering exceptional results and building long-lasting relationships with our clients.

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