Policy Auditing and Compliance Expert

2 weeks ago


Quezon City, National Capital Region, Philippines Sourcefit DR Full time

**Job Description**

We are looking for a skilled and organized professional to fill the position of Policy Auditing and Compliance Expert. The selected candidate will be responsible for ensuring the accuracy and completeness of our policy files and system data.

In this role, you will start by learning our quoting process and supporting our production team during a period of leave coverage. Once the leave coverage ends, you will shift your focus to quality assurance, conducting audits on active policy files, identifying and resolving data discrepancies, and implementing a structured renewal questionnaire process.

This is a unique opportunity for growth within our agency, offering hands-on experience in quoting and transitioning into a quality assurance function that enhances overall efficiency and compliance.

Responsibilities:

  • Assist in new business quoting and proposal preparation.
  • Support the production team by managing tasks and data entry.
  • Gain proficiency in agency systems and processes.
  • Provide coverage for the Production Assistant role during maternity leave.
  • Conduct audits on active policy files to ensure accuracy and completeness.
  • Identify and resolve data discrepancies in Salesforce and carrier systems.
  • Ensure newly bound policies are clean and complete before transitioning to service teams.
  • Review and update property details in Salesforce using inspection reports and property appraiser data.
  • Close out outdated opportunities and improve system visibility.
  • Implement a structured renewal questionnaire process for long-term data accuracy.

Requirements:

  • Experience in insurance quoting, policy processing, or a related field preferred.
  • Strong attention to detail and analytical skills.
  • Proficiency in Salesforce or similar CRM platforms.
  • Ability to manage multiple priorities and transition between tasks efficiently.
  • Strong communication and collaboration skills.
  • Willingness to learn and adapt to evolving responsibilities.


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