Associate, Insurance Operations

Moneymax; Taguig; On-site; PHP 335,000 - 469,000; Full time

Job summary

MoneyHero Limited in the Philippines is seeking an Associate, Insurance Operations to drive telesales for our Insurance business and support the Singapore team with day‑to‑day operations, gaining exposure to regional workflows.

You will handle lead follow‑ups, renewals, and customer inquiries via phone, email, and messaging, maintain records, produce performance reports, and ensure compliance while coordinating with SG stakeholders for aligned processes.

Qualifications

• 1–2 years of experience in telesales, customer service, or administrative support (insurance industry experience a plus)
• Proficiency in Excel, Google Sheets
• Strong organizational, time management, and multitasking skills to manage high volumes of data and calls daily
• Excellent verbal and written communication skills
• High sense of urgency and ability to stay composed under pressure
• Comfortable working across markets and coordinating with overseas (SG) stakeholders
• Team player, proactive, and detail-oriented

Responsibilities

• Process and follow up on business leads for the Insurance team, focusing on car insurance renewals
• Manage and drive insurance renewal processes to meet SLAs
• Proactively contact customers via phone, email, WhatsApp, and other messaging platforms to maximize conversion and retention
• Manage manually retrieved renewal cases and follow up to secure renewals ahead of expiry
• Monitor and respond to customer enquiries across calls, WhatsApp, and email
• Extract and manage leads from internal systems to support renewal and promotional campaigns
• Maintain accurate, up-to-date records of customer interactions and outcomes in internal systems
• Conduct daily compliance screenings to ensure regulatory adherence
• Generate daily, weekly, and monthly telesales performance reports
• Maintain proper filing and organization of documents and correspondence
• Support Singapore Insurance Operations team with day-to-day tasks and documentation
• Identify operational gaps and assist with process improvements
• Help with data pulls, reporting, or coordination tasks for the Insurance Operations function
• Liaise with SG stakeholders to ensure alignment on processes

Skills

Telesales

Customer service

Administrative support

Excel

Google Sheets

Organization

Time management

Multitasking

Communication skills

Attention to detail

Cross-market coordination

Tools

CRM

Lead management systems

Job description

MoneyHero Limited (NASDAQ: MNY) is a leading tech- and AI-powered personal finance aggregation and comparison platform that provides consumers with actionable insights to discover, compare, and choose the best financial products with confidence — bringing data intelligence and seamless digital access across insurance and banking solutions. The Company operates in Singapore, Hong Kong, Taiwan and the Philippines. MoneyHero had over 270 commercial partner relationships as at 31 March 2026, and had approximately 3.9 million Monthly Unique Users across its platform for the year ended 31 March 2026.

The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.

About The Job

As the Associate, Insurance Operations, you will be the frontline driver of our telesales operations for the Insurance business, converting and retaining leads through proactive outreach. Alongside this core focus, you will provide ad-hoc operational support to our Singapore Insurance Telesales and Operations team, giving you exposure to a broader regional view of how our insurance business runs day to day.

The Associate, Insurance Operations Will Be Responsible For

• Process and follow up on business leads from various sources for the Insurance team, with a primary focus on car insurance renewals
• Manage and drive insurance renewal processes to meet service level agreements (SLAs), with emphasis on renewal retrieval and follow-ups
• Proactively contact customers via phone, email, WhatsApp, and other instant messaging platforms to maximize conversion and retention
• Manage manually retrieved renewal cases and follow up to secure renewals ahead of expiry
• Monitor and respond to customer enquiries across calls, WhatsApp, and email, escalating where necessary
• Extract and manage leads from internal systems to support renewal and promotional campaigns
• Maintain accurate, up-to-date records of customer interactions and outcomes in internal systems
• Conduct daily compliance screenings to ensure regulatory adherence
• Generate daily, weekly, and monthly telesales performance reports for internal stakeholders
• Maintain proper filing and organization of documents and correspondence

Insurance Operations Support (Ad hoc, Singapore)

• Support the Singapore Insurance Operations team with day-to-day operational tasks as needed, helping ensure smooth service delivery to clients
• Assist with administrative processes and documentation tied to operational policies and workflows
• Help identify and flag operational gaps, inefficiencies, or bottlenecks for the SG team's review
• Support ad-hoc data pulls, reporting, or coordination tasks across the Insurance Operations function
• Liaise with SG-based stakeholders to ensure alignment on shared processes and priorities

In This Role, We Are Looking For Someone With

• 1–2 years of experience in telesales, customer service, or administrative support (insurance industry experience a plus)
• Proficiency in Excel, Google Sheets
• Strong organizational, time management, and multitasking skills to manage high volumes of data and calls daily
• Excellent verbal and written communication skills
• High sense of urgency and ability to stay composed under pressure
• Comfortable working across markets and coordinating with overseas (SG) stakeholders
• Team player, proactive, and detail-oriented

Good To Have

• Prior experience in telesales or insurance operations
• Familiarity with CRM or lead management systems
• Exposure to insurance products or regulatory compliance requirements

What can you expect from us?

Impact

We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission.

Work

We have a team of over 350 talented individuals in 4 markets who are hyper passionate about building innovative financial solutions and making an impact on people’s lives.

Culture

We take our work seriously but don’t hesitate to keep things light. We can only create magic when we have a little bit of fun.

Thrive

We launched in 2014, and now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career.

Reputation

We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group

EEO Statement

MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics.