Insurance Operations Specialist

Morgan McKinley; Santo Niño 1st; On-site; PHP 670,000 - 1,004,000; Full time

Job summary

Morgan McKinley is seeking an HNW Insurance Operations Specialist to drive middle-office excellence for premier High Net Worth products, with a primary focus on Variable Universal Life policies. You will own end-to-end case management, valuation, and asset monitoring for client portfolios, and coordinate with custodians, asset managers, and internal leaders.

This 12‑month contract offers strong potential for extension or permanent conversion, and requires a Finance/Banking related degree with

Qualifications

• Diploma or Bachelor’s Degree in Finance, Banking, Business Administration, or a related field.
• 4–5 years in custody, investment, or life insurance operations (bank, custodian, or financial institution).
• Solid working knowledge of custodial operations, investment workflows, and local regulatory standards.
• High attention to detail, strong problem-solving skills, and top-tier stakeholder management capabilities.

Responsibilities

• Oversee monthly VUL policy valuations, liquidity monitoring, and asset suitability/sanctions checks.
• Coordinate directly with external custodians and asset managers to resolve complex operational queries.
• Identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting.
• Partner with internal stakeholders to refine the customer journey and streamline middle-office processes.

Skills

Stakeholder management

Attention to detail

Problem solving

Operations knowledge

Education

Diploma or Bachelor’s Degree in Finance/Banking/Business Administration

Job description

HNW Insurance Operations Specialist

Type: 12-Month Contract (Possibility of Extension or Perm Conversion!)

Are you an operations professional with a background in custody, investment operations, or life insurance? A leading global financial institution is looking for an HNW Insurance Operations Specialist to drive middle-office excellence for premier High Net Worth products—with a primary focus on Variable Universal Life (VUL) policies.

Why You’ll Love This Role

• Own end-to-end case management, valuation, and asset monitoring for premier HNW client portfolios.

• Bridge the gap between wealth management, custody, and insurance operations while collaborating with custodians, asset managers, and internal leaders.

• Step into a strategic operational role with strong potential for contract extension or permanent conversion.

Key Responsibilities

• Oversee monthly VUL policy valuations, liquidity monitoring, and asset suitability/sanctions checks.

• Coordinate directly with external custodians and asset managers to resolve complex operational queries.

• Identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting.

• Partner with internal stakeholders to refine the customer journey and streamline middle-office processes.

What We’re Looking For

• Diploma or Bachelor’s Degree in Finance, Banking, Business Administration, or a related field.

• 4–5 years in custody, investment, or life insurance operations (bank, custodian, or financial institution).

• Solid working knowledge of custodial operations, investment workflows, and local regulatory standards.

• High attention to detail, strong problem-solving skills, and top-tier stakeholder management capabilities.