Insurance Operations Specialist

HRTX; Pasig; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

A financial services provider in the Philippines is seeking an experienced individual to manage complex insurance processes. The role demands a Bachelor's degree and at least 2 years of experience in insurance operations. Ideal candidates will have a background in training and quality assurance, coupled with strong communication and problem-solving skills. Responsibilities include improving workflows, engaging with clients, and mentoring team members to enhance operational efficiency.

Qualifications

• Minimum of 2 years of experience in insurance operations or a related field.
• Background in training and coaching, preferably as a BPO QA, Trainer, or Supervisor.
• Proven experience in developing and maintaining SOPs.
• Strong written communication skills, especially in email correspondence.
• Excellent problem-solving, analytical, time management, and planning abilities.
• Proven experience in developing and maintaining SOPs and technical or procedural documentation.
• Experience in quality assurance, including process review and optimization.
• Knowledge of operational excellence (OPEX) and compliance frameworks.
• Experience with Insurance Level processes.

Responsibilities

• Handle complex insurance processes using multiple client platforms.
• Improve operational efficiency by refining workflows.
• Deliver an excellent customer experience by engaging with clients.
• Lead training initiatives and mentor junior team members.
• Apply quality assurance practices to meet benchmarks.
• Create, review, and update Standard Operating Procedures (SOPs) and training materials to align with operational objectives.
• Apply quality assurance practices to ensure processes consistently meet quality benchmarks and client expectations.
• Provide additional operational support, including data analysis, reporting, and onboarding of new clients or processes.

Skills

Strong written communication skills

Problem-solving abilities

Analytical skills

Time management

Planning abilities

Education

Bachelor's degree

Job description

Key Responsibilities:

• Independently handle complex insurance processes using multiple client platforms.
• Improve operational efficiency by evaluating issues, refining workflows, and ensuring regulatory compliance.
• Deliver an excellent customer experience by engaging with clients, responding to concerns, and fostering strong working relationships.
• Carry out audits and issue analysis to identify process gaps, resolve discrepancies, and meet compliance standards.
• Lead training initiatives by developing training programs, overseeing processes, and mentoring junior team members.
• Create, review, and update Standard Operating Procedures (SOPs) and training materials to align with operational objectives.
• Apply quality assurance practices to ensure processes consistently meet quality benchmarks and client expectations.
• Provide additional operational support, including data analysis, reporting, and onboarding of new clients or processes.

Qualifications:

• Bachelors degree in any discipline
• Minimum of 2 years of experience in insurance operations or a related field
• Background in training and coaching (preferably with experience as a BPO QA, Trainer, or Supervisor)
• Strong written communication skills, especially in email correspondence
• Excellent problem-solving, analytical, time management, and planning abilities
• Proven experience in developing and maintaining SOPs and technical or procedural documentation
• Experience in quality assurance, including process review and optimization
• Knowledge of operational excellence (OPEX) and compliance frameworks
• Experience with Insurance Level processes