Finance Services Analyst - Business Support

Qbe; Compostela; On-site; PHP 350,000 - 500,000; Full time

Job summary

QBE in Cebu City, Philippines, is seeking a Finance Services Analyst - Business Support to provide email and phone-based customer support for products, policies, and processes. The role emphasizes regulatory compliance, stakeholder relationships, and delivering accurate quotes and information while maintaining service quality.

The ideal candidate brings at least some relevant work experience, with call center exposure in insurance or banking and billing experience enhancing responsibilities.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• Some relevant work experience required.
• Call centre experience in insurance and/or banking preferred.
• Billing experience with increasing levels of responsibility preferred.

Responsibilities

• Ensure 100% regulatory compliance with laws and industry codes.
• Establish and maintain good working relationships with stakeholders.
• Process all calls and emails related to products, processes, and policies efficiently.
• Provide personalised and quality service to meet internal and external customer expectations.
• Understand customer needs and actively look for ways to meet them.
• Follow agreed-upon scripting to ensure customer intentions are understood.
• Manage premium objections effectively during policy renewals.
• Provide new quotes to new business customers without negatively impacting the company's brand.
• Answer multiple phone lines and direct callers accurately to minimise wait time.
• Communicate information, professionally, and in a well-organised manner.

Skills

Analytical Thinking

Collaboration Tools

Communication

Critical Thinking

Customer Service

Customer Value Management

Detail-Oriented

Document Management

Insurance Underwriting

Stakeholder Management

Regulatory Compliance

Risk Management

Managing Performance

Pricing Strategies

Education

Bachelor's degree

Job description

Finance Services Analyst - Business Support

Company : Qbe Job Type : Full Time Cebu City, Philippines

Job Description - Finance Services Analyst - Business Support

Primary Details

Time Type: Full time Worker Type: Employee The purpose of this role is to provide support by answering and processing concerns and requests via emails, assisting with product and policy questions, and resolving issues promptly.

Responsibilities:

• Ensure 100% regulatory compliance with laws and industry codes.
• Establish and maintain good working relationships with stakeholders.
• Process all calls and emails related to products, processes, and policies efficiently.
• Provide personalised and quality service to meet internal and external customer expectations.
• Understand customer needs and actively look for ways to meet them.
• Follow agreed-upon scripting to ensure customer intentions are understood.
• Manage premium objections effectively during policy renewals.
• Provide new quotes to new business customers without negatively impacting the company's brand.
• Answer multiple phone lines and direct callers accurately to minimise wait time.
• Communicate information, professionally, and in a well-organised manner.

Work Experience:

Necessary Work Experience includes:

• Some relevant work experience.

Preferred Work Experience includes:

• Call centre experience in insurance and/or banking industry.
• Billing experience with increasing levels of responsibility.

Qualifications:

Necessary Qualifications include:

• Tertiary Degree or equivalent combination of education and work experience.

Global Disclaimer:

The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee’s normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls.

US Only Disclaimer:

To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.

Skills:

Analytical Thinking, Collaboration Tools, Communication, Critical Thinking, Customer Service, Customer Value Management, Detail-Oriented, Document Management, Insurance Underwriting, Intentional collaboration, Managing performance, Pricing Strategies, Regulatory Compliance, Risk Management, Stakeholder Management

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.