Operations Specialist

(for a Unilab Group Subsidiary)

It is the spirit of Bayanihan that drives us to continue our legacy of excellence and commitment to care. As an organization, we achieve our successes through good, honest, and persevering hard work - TOGETHER. It is in this way in which our company was built; we progressed as the country's leading Pharmaceutical company, not by sheer luck, but by pure perseverance, integrity, and brotherhood. Grow with us, and be a part of the Bayanihan spirit.

Job Summary

The Operations Specialist plays a key role in supporting the day-to-day operational activities of the insurance brokerage. The role ensures timely and accurate execution of operational activities such as contract management, client onboarding and KYC validation, billing and collection coordination, renewal processing for retail accounts, and process documentation.

The role requires strong attention to detail, strict adherence to established procedures, and consistent coordination with internal teams, clients, and insurers. 

Major Responsibilities:

1. Client Onboarding & KYC (Know-Your-Customer) Validation

• Review and validate Know-Your-Customer (KYC) documents and client information for new and renewing clients.
• Coordinate with clients and internal teams to complete pending onboarding requirements.
• Ensure timely and accurate creation, updating, and maintenance of client records in internal systems, guaranteeing all documentation is complete, organized, and compliant.

2. Billing and Collection Coordination

• Coordinate with insurers for statement of accounts, premium confirmations, and payment follow-ups.
• Contact clients to follow up on outstanding/overdue premiums.
• Regular monitoring and reconciliation of collections, outstanding premiums, and other receivables.
• Ensure all collection data is accurately recorded in the internal system or monitoring file.
• Assist finance team in counterchecking payments and billing documentation.
• Ensure all invoices for all accounts and line of insurance are accurately recorded in the internal system or monitoring file.

3. Account Renewals

• Manage and track renewals of designated retail accounts in coordination with insurers to ensure timely renewal processing, including the coordination of pending items such as payments, requirements and etc.
• Ensure renewal reminders are sent to all retail clients before due date.
• Ensure renewal listings are sent internally as reminders to account teams, and track or verify any accounts that have not been renewed on time.
• Ensure the accuracy of renewal data is recorded in the internal system or monitoring file.
• Maintain a responsive and customer-focused approach when coordinating with clients or insurers, even beyond regular working hours when necessary.
• Escalate delays or issues to the Operations Head.
  
  

4. Contract Management

• Support the coordination of contract agreements (e.g., SLAs, MOAs, and others) internally, with other business units, and with insurer partners to ensure compliance.
• Maintain and manage updated inventory for all operational agreements.
• Monitor turnaround times incorporated within the agreements and ensure delays or risks are flagged to the Operations Head
  
  

5. Other Responsibilities

• Draft, update, and maintain Standard Operating Procedures (SOPs), templates, and internal checklists.
• Support the rollout and communication of new processes and workflows.
• Participate in administrative tasks associated with process improvements and operational alignment.
• Assist in operational projects and other activities and initiatives that may be assigned from time to time.
• Actively participate in reconciliation activities to ensure updated premium payments in coordination with accounts team and finance team.
• Provide administrative and coordination support during operational reviews and improvement initiatives, including identifying discrepancies and coordinating resolutions internally.
• Perform other duties as needed to support operations and business goals.

Qualifications

• Bachelor's degree in business administration, management, finance, or a related field.
• Minimum 3 years of experience in insurance brokerage, financial services, or operations-related roles handling billing and collections.
• Must have working knowledge on basic life and non-life insurance concepts.
• AMLC regulatory compliance experience is an advantage.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks simultaneously.
• Proficiency in MS Office applications, spreadsheets, trackers, and documentation tools.
• Excellent written and verbal communication skills and coordination skills.

We are committed to providing our employees with the best possible experience. As a LEARNING ORGANIZATION, we are eager to support your development and create the most fitting career path for you. As DESIGNERS AND DRIVERS OF INNOVATION, we are keen to provide you with opportunities to positively transform processes that will intensify business growth. As a NURTURING FAMILY, we are passionate about conducting programs that can promote your wellness, and help you be the best that you can be. As BELIEVERS OF OUR PURPOSE, we are and we will always remain earnest in giving meaningful tasks that will keep you delighted and fulfilled - at work and beyond.