Fund Operations & Underwriting Support Specialist (Remote)

Outsource Access, Inc.; Cagayan de Oro; Remote; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Health & Wellness

Group Life Insurance

Paid leave credits

Government-mandated benefits

Job summary

Outsource Access is seeking a detail-oriented data specialist to support underwriting and fund operations remotely from the Philippines, ensuring documentation for decisions.

You will manage policy onboarding, premium processing, and reports, while performing quality checks on valuation files and investor data. Excel mastery and familiarity with LexServ/ProtectFlow/Lyric are essential, with US Mountain Time overlap.

Qualifications

• Meticulous accuracy in financial/insurance contexts.
• Able to consult SOPs and training materials independently.
• Committed, long-term professional with care and growth mindset.
• Tech-savvy with data-heavy platforms and Excel; comfortable with industry systems.

Responsibilities

• Analyze insurance contracts and medical records to provide complete documentation for underwriting decisions.
• Own policy onboarding, premium processing and tracking updates to keep fund operations smooth.
• Conduct quality checks and maintain vital financial spreadsheets and investor reports.
• Identify workflow improvements and communicate findings beyond mere task completion.

Skills

Excel

SOPs

Problem-solving

Tools

LexServ

ProtectFlow

Lyric

Job description

This is a remote position.

What We Do

At Outsource Access, we help top-tier investment and longevity funds operate with absolute precision. We don't just process policies and update spreadsheets, we make sure every underwriting decision and financial report is backed by flawless data, keeping our clients' operations secure and thriving.

How You’ll Make a Difference

• Empowering Smart Underwriting: You won’t just organize files; you’ll meticulously analyze insurance contracts and medical records, ensuring that decision-makers have exactly the right documentation to evaluate complex cases confidently.

• Driving Seamless Fund Operations: By taking full ownership of policy onboarding, premium payment processing, and tracking updates, you keep the engine of the longevity fund running smoothly and without interruption day in and day out.

• Safeguarding Data Integrity: Accuracy is your superpower. You’ll conduct rigorous quality control checks and maintain vital financial spreadsheets, guaranteeing that every valuation file and investor report is pristine before it reaches stakeholders.

• Elevating the Process: We don’t just want task executors; we want thinkers. You will actively identify discrepancies, suggest workflow improvements, and proactively communicate crucial findings and context rather than just checking boxes on a to-do list.

Requirements

Is This You?

• Meticulously Accurate: You understand that in the financial and insurance worlds, precision beats speed every time. You take immense pride in double-checking your work and catching the tiny details that others might miss.

• A Resourceful Problem-Solver: You don't need hand-holding to succeed. You prefer to consult SOPs, read through extensive training materials independently, and come to the table with solutions and proactive insights rather than repeated questions.

• A Committed Professional: You embody our core values of care, growth, and professionalism. You are looking for a reliable, long-term career home where your dedication directly contributes to building trust and overcoming past turnover challenges.

• Tech-Savvy: You navigate data-heavy platforms and spreadsheets with ease. Your Excel skills are sharp, and you are entirely comfortable learning specialized industry systems (like LexServ, ProtectFlow, or Lyric) to elevate your daily operations.

• Your Home Office: You have a dedicated, quiet, and distraction-free workspace with a highly reliable internet connection, allowing you to collaborate seamlessly with the team in real-time during US Mountain Time hours.

Benefits

Why You’ll Love Being Part of the OAmazing Team

You’re not just taking a job, you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:

Your Wellness & Security

• Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
• Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection, because your future (and your family’s) deserves a safety net.
• Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self, at work and at home.
• Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.

Your Financial Rewards

• Performance Incentives: Bring results, and you’ll see it rewarded. Simple as that.
• Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
• 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.