Insurance Admin Assistant

Chailease Berjaya Finance Corporation; Metro Manila; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Meal allowance

Medical allowance

Attendance allowance

HMO & life insurance

13th month pay

Bonus opportunities

Salary increases

Professional development

Job summary

Chailease Berjaya Finance Corporation is seeking a diligent Insurance Policy Administrator to independently manage end-to-end policy lifecycle for captive and external clients, including inquiries, quotations, underwriting coordination, policy issuance, endorsements, and cancellations.

The role involves organizing documents in the agency management system, coordinating CBFC referrals, guiding clients through claims, monitoring renewals and compliance deadlines, and ensuring operations follow IC,

Qualifications

• Graduate of any 4-year business-related course; fresh graduates welcome.
• Proficient in MS Office applications, particularly Excel (VLOOKUP and Pivot Tables).
• Good communication and coordination skills.
• Detail-oriented, well-organized, and able to multitask effectively.
• Willing to learn and able to work in a fast-paced environment.

Responsibilities

• Prepare, organize, and maintain accurate insurance documents and client policy records within the agency management system, ensuring proper segregation and tagging of internal referrals vs open-market accounts.
• Serve as the primary operational liaison to coordinate CBFC referrals, while providing administrative and account servicing support for independent corporate and retail clientele.
• Guide clients through the claims application process, track settlement paperwork with external insurers, and escalate disputes or high-risk incidents.
• Monitor policy renewal dates, pending items, and compliance deadlines, and generate reports on premium production to support business expansion.
• Ensure daily operations comply with IC mandates, adhere to the Data Privacy Act (DPA), and implement KYC/AML protocols for all external accounts.

Skills

MS Excel

Attention to detail

Communication

Multitasking

Learning mindset

Education

4-year business degree

Tools

Agency management system

Job description

About the role

Independently manage the end-to-end insurance policy lifecycle for both captive (CBFC) and external (non-CBFC) clients, including the proactive handling of inquiries, quotations, underwriting coordination, policy issuance, endorsements, and cancellations.

Key responsibilities

• Prepare, organize, and maintain accurate insurance documents and client policy records within the agency management system, ensuring proper segregation and tagging of internal referrals versus open-market accounts

• Serve as the primary operational liaison to coordinate CBFC referrals, while simultaneously providing direct administrative and account servicing support for independent corporate and retail clientele

• Guide clients through the claims application process, actively track settlement paperwork with external insurers, and promptly escalation claims disputes or high-risk incidents

• Monitor policy renewal dates, pending items, and compliance deadlines, while generating analytical reports on overall premium production to support the agency's strategic business expansion

• Execute all daily operations in strict compliance with Insurance Commission (IC) mandates, rigorously adhere to the Data Privacy Act (DPA) for cross-entity data handling, and implement standard Know-Your-Customer (KYC) / Anti-Money Laundering (AMLA) protocols for all external accounts

About you

• Graduate of any 4-year business-related course; fresh graduates are welcome to apply

• Proficient in MS Office applications, particularly Excel (VLOOKUP and Pivot Tables)

• Good communication and coordination skills

• Detail-oriented, well-organized, and able to multitask effectively

• Willing to learn and able to work in a fast-paced environment

Benefits

• Allowances (Meal, Medical and Attendance)

• Overtime Pay with Additional Meal Allowance

• Leave Credits

• HMO and life insurance

• 13th-month pay

• Annual performance-based/company profit bonuses

• Annual performance-based salary increases

• Professional Development Opportunities