Insurance Admin Assistant

Chailease Berjaya Finance Corporation; Pasig; On-site; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Meal and medical allowances

Overtime pay with meal allowance

Leave credits

HMO and life insurance

13th-month pay

Annual performance-based bonuses

Salary increases

Job summary

Chailease Berjaya Finance Corporation in Metro Manila seeks an Insurance Policy Administrator to manage the full policy lifecycle for captive and external clients, including inquiries, quotations, underwriting coordination, and issuances.

This role requires accurate record-keeping, liaison with CBFC referrals, and guidance of clients through the claims process while ensuring strict IC, DPA, and KYC/AMLA compliance in a fast-paced environment.

Qualifications

• Graduate of a 4-year business-related program.
• Proficient in MS Office, especially Excel.
• Good communication and coordination skills.
• Detail-oriented, well-organized, and able to multitask.
• Willing to learn and able to work in a fast-paced environment.

Responsibilities

• Independently manage the end-to-end insurance policy lifecycle for captive and external clients, including inquiries, quotations, underwriting coordination, policy issuance, endorsements, and cancellations.
• Prepare, organize, and maintain accurate insurance documents and client policy records in the agency management system.
• Serve as the primary operational liaison to coordinate referrals and provide admin support for corporate and retail clients.
• Guide clients through the claims process, track settlement papers with insurers, and escalate disputes or high-risk incidents.
• Monitor renewal dates, pending items, and compliance deadlines; generate reports on premium production.
• Execute daily operations in compliance with IC mandates, DP A, and KYC/AMLA protocols.

Skills

MS Office

MS Excel

Communication skills

Coordination skills

Detail-oriented

Multitasking

Education

Bachelor's degree in Business-related field

Tools

MS Excel

Job description

Duties and Responsibilities:

1. 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.

2. 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.

3. 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.

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

5. 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.

6. 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. (

Job Qualification:

• 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).

• With 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