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Support Services Specialist

3 weeks ago

Ayala Alabang, National Capital Region, Philippines beBeeAdministrative Full time ₱250,000 - ₱450,000
Policy and Administration Support Officer

 

As a Policy and Administration Support Officer, you will play a vital role in delivering exceptional offshoring services across various industries.

You will be part of a dynamic team that works closely with international clients to provide accurate and timely administrative support throughout the policy lifecycle.

This includes processing, documentation management, client correspondence, and assisting with minor online system transactions to ensure policies are administered with precision and compliance.

Key Responsibilities
  • Policy Administration & Documentation: Prepare, issue, and update policy documents, endorsements, schedules, and certificates; maintain accurate client records within the broker management system; liaise with insurers for policy wording, renewal terms, and documentation; check documents for accuracy and compliance before issuing to clients.
  • Processing & Online Support: Assist with online processing tasks such as data entry, updating policy details, and requesting quotes via insurer portals; support Risk Advisers in lodging and following up transactions within digital insurance platforms; monitor and track processing timelines to meet commitments.
  • Client & Broker Support: Respond to basic client document requests and direct complex enquiries to the appropriate adviser; provide administrative support during renewals, including preparing pre-renewal packs and gathering required information; follow up on outstanding documents or requirements.
  • Compliance & Quality Control: Ensure all documentation meets regulatory and internal compliance standards; follow brokerage procedures and maintain confidentiality of client information.
  • Team Collaboration: Work with Risk Advisers, sales support, and finance/operations teams to ensure smooth policy handling; participate in team meetings and contribute to process improvements.
Requirements
  • Essential:
    • Previous administrative experience in insurance, financial services, or a related field.
    • Strong attention to detail and accuracy in document handling.
    • Proficiency with Microsoft Office Suite and ability to learn broker management systems.
    • Organised, able to prioritise tasks, and meet deadlines in a fast-paced environment.
    • Excellent communication skills, both written and verbal.
  • Desirable:
    • Experience with insurer online portals and quoting systems.
    • Basic knowledge of general insurance products and terminology.
    • Understanding of ASIC/AFCA compliance requirements in insurance.
What We Offer
  • Competitive Salary & Benefits: A rewarding remuneration package that reflects your expertise and dedication.
  • Career Growth & Development: Opportunities to work alongside international clients and gain valuable experience.
  • Work-Life Balance: A supportive environment that encourages a balanced and rewarding work experience.
  • Collaborative & Supportive Environment: A dynamic team that values innovation and teamwork.
  • Professional Development Programs: Access to exclusive training and development programs.

 

Join our team and take your career to new heights.