Employee Benefit Operations Admin

Qoala; Jakarta Pusat; On-site; IDR 78,120,000 - 133,920,000; Full time

Job summary

Qoala is seeking an Operations Support Specialist in Jakarta to handle movement and endorsement requests, manage invoicing processes, and coordinate with insurance partners. The role also involves supporting internal teams with administrative tasks to ensure smooth operations.

The ideal candidate has at least 1 year of experience in admin/finance/ops or insurance support, strong Excel/Word/Sheets skills, and excellent communication abilities. Knowledge of the insurance industry is a plus.

Qualifications

• Minimum 1 year of experience in administration, finance, operations, or insurance support, especially with movement/endorsement and invoicing tasks.
• Proficiency in Microsoft Excel, Word, Google Sheets, and project management dashboard tools.
• Strong verbal and written communication skills.
• Quick learner with a willingness to gain detailed knowledge of the insurance industry.
• Experience in the insurance or finance industry is preferred.

Responsibilities

• Process movement/endorsement requests from clients via portal dashboard and email and coordinate with insurance partners.
• Handle invoicing processes, including issuing debit and credit notes.
• Ensure movement, endorsement, and invoicing processes are completed according to standard procedures and within SLA timelines.
• Distribute hard copies of insurance policies and cards to clients.
• Foster positive relationships with the Customer Success, Sales Team, and Insurance Partners through open communication and collaboration.
• Assist the Customer Success Associate Team and Leader with other administrative and operational tasks as needed.

Skills

Verbal communication

Written communication

Fast learner

Team collaboration

Attention to detail

Tools

Microsoft Excel

Microsoft Word

Google Sheets

Project dashboards

Job description

The Operations Support Specialist plays a crucial role in handling movement and endorsement requests from clients, managing invoicing processes, and coordinating with insurance partners to ensure smooth and efficient operations. This position also involves working closely with internal teams to maintain effective communication and providing essential administrative and operational support.

Job Responsibilities:

• Process movement/endorsement requests from clients via portal dashboard and email and coordinate with insurance partners.
• Handle invoicing processes, including issuing debit and credit notes.
• Ensure movement, endorsement, and invoicing processes are completed according to standard procedures and within SLA timelines.
• Distribute hard copies of insurance policies and cards to clients.
• Foster positive relationships with the Customer Success, Sales Team, and Insurance Partners through open communication and collaboration.
• Assist the Customer Success Associate Team and Leader with other administrative and operational tasks as needed.

Requirements:

• Minimum 1 year of experience in administration, finance, operations, or insurance support, especially with movement/endorsement and invoicing tasks.
• Proficiency in Microsoft Excel, Word, Google Sheets, and project management dashboard tools.
• Strong verbal and written communication skills.
• Quick learner with a willingness to gain detailed knowledge of the insurance industry.
• Experience in the insurance or finance industry is preferred.