Insurance Finance Services Analyst — Customer Support & Compliance

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

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.