Admin and Paraplanning Support

Zohorecruit; Pasig; On-site; PHP 335,000 - 469,000; Full time

Benefits offered by this job

Leaves entitlement

HMO

Life insurance on hire

Job summary

Deployed Philippines Inc in Pasig, Philippines, is hiring for a role focused on processing new business applications and paraplanning support for NZ insurance products. The successful candidate will handle client communications via email, gather missing information, and coordinate with advisers to progress applications while keeping records for audit.

Training is provided for paraplanning tasks, including SoA reports, product research, and KiwiSaver planning.

Qualifications

• Clear written/email communication with clients and advisers.
• Ability to manage multiple follow-ups and outstanding items.
• Strong initiative and good judgment.
• Role requires ownership and ability to follow through with minimal direction.

Responsibilities

• Assist with processing and submission of new business applications, ensuring documentation is complete and accurate, and track through underwriting.
• Paraplanning training provided to prepare advice reports (Statements of Advice) and related KiwiSaver planning and product comparisons.

Skills

Email communication

Client liaison

Attention to detail

Ownership

Job description

Pasig, Philippines | Posted on 09/21/2026

• State/Province National Capital Region (Manila)
• Job Type Full time
• Country Philippines

About Us

Deployed Philippines Inc is a non-traditional BPO company servicing New Zealand and Australian clients. We provide remote staffing services for Banking and Insurance, IT and communication, HR and payroll.

Our clients are small and medium-sized businesses with specific needs. The company provide high-quality solutions in diverse business areas. We focus on integrated end-to-end outsourcing and delivering result-oriented benefits to our clients through cost-effective support, productivity and process reengineering.

Job Description

Responsibilities

• 1. Assist with the processing and submission of new business applications, ensuring all documentation is complete and accuratebefore it moves to underwriting.Follow up on outstanding requirements from underwriting, tracking each request through to resolution.Liaise with clients and advisers to gather any missing information needed to progress applications.Keep clients and advisers informed on application status, next steps, and expected timeframes. Maintain clear records of all application activity and communications foraudit and compliance purposes.
• 2. Paraplanning (Training provided)We will train you to prepare advice reports (Statements of Advice) for our advisers. This covers:
  • Personal risk insurance: life, trauma, total and permanent disablement(TPD), income protection, and health insurance.
  • Basic KiwiSaver planning and reporting.
  • Preparing product research and quote comparisons across NewZealand insurance and KiwiSaver providers.
  • Building reports from the adviser's meeting notes and fact find, to clients' documented standard.
  • Checking files for completeness and flagging any gaps or inconsistencies to the adviser before a report is finalise.

Requirements

• particularly written/email communication, as the bulk of client interaction is via email.
• Ability to handle client communications professionally, including managing difficult or angry client interactions.
• Strong initiative and good judgement
• the role is largely reactive and requires someone who can take ownership and follow through without constant direction.
• Strong attention to detail and ability to manage multiple follow-ups and outstanding items simultaneously.Preferred (Not Mandatory):
• New Zealand insurance experience is highly preferred but not required.
• Experience with Trail or XPlan-style CRM systems is a plus (the business uses a custom CRM modeled on these systems).
• Background in customer service or general administration is acceptable for candidates without direct insurance experience.

Work Arrangement

• Work Setup: On-site
• Work Hours: Monday to Friday, 6:00 am PHT fixed start time, should complete nine (9) hours work

Why you should join our team!

Leaves entitlement, HMO and life insurance upon hire!

Ready to take on the next challenge? If you’re looking for an organisation with outstanding career-development opportunities, amazing work-life culture, and comprehensive benefits crafted to support work-life harmony, you might be a perfect fit at Deployed!

At Deployed, we truly believe that our team is the core highlight of our brand. With our goal of being a top business partner for our global clients, we take it as a responsibility to build a diverse, inclusive, and growth-oriented work environment where employees of all backgrounds and lifestyles feel a sense of belonging, mutual respect, and kindness.