Risk Management Coordinator

5 days ago


Cebu City, Central Visayas, Philippines Emapta Full time

Job Summary

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We are seeking a highly skilled Risk Management Coordinator to join our team. The successful candidate will provide administrative support to our financial advisers, ensuring seamless financial services and effective risk strategy implementation.

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Responsibilities

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  • Manage the annual risk renewal process by renewing or amending existing policies, preparing quotes, and following up on overdue payments with clients.
  • Provide administrative support to financial advisers, including preparation of insurance schedules and client documentation.
  • Onboard risk clients in compliance with the agreed process and regulatory requirements, ensuring accuracy and timeliness.
  • Implement risk strategies by preparing, submitting, and following up on applications and associated client documentation.
  • Maintain and update client records and documentation in FP systems (Xplan or similar) and Worksorted.
  • Respond to client inquiries and liaise with other professional advisers.

Requirements

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  • Minimum 2 years of experience in a related field, such as insurance provider administration or client services management.
  • Experience dealing directly with clients in Australia.
  • Strong implementation experience in financial services.
  • Proficiency in FP systems (Xplan or similar) and MS Office.
  • Expertise in various types of cover, including Life, Income Protection, and TPD insurance.
  • Familiarity with medical conditions and relevant industry terminology.
  • Understanding of the risk advice process, including application and implementation administration.
  • Exceptional attention to detail and accuracy.
  • Strong time and workload management skills.
  • Excellent problem-solving, organization, written, and oral communication skills.
  • Ability to collaborate effectively and adapt to industry changes through self-learning.
  • Strong client relationship management skills.


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