Insurance Operations Specialist: Client Onboarding & Billing

Unilab, Inc.; Mandaluyong; On-site; PHP 300,000 - 420,000; Full time

Job summary

Bonifacio Insurance Broker Corporation (BIBC) is seeking an Operations Specialist to support day-to-day brokerage activities, including client onboarding, KYC validation, billing coordination, and renewal processing, ensuring accuracy and adherence to procedures.

The role requires meticulous attention to detail, strong coordination with internal teams and insurers, and the ability to manage multiple tasks across lifecycle events from onboarding to contracts.

Qualifications

• Bachelor’s degree in business administration, management, finance, or a related field.
• Minimum 3 years of experience in insurance brokerage, financial services, or operations-related roles handling billing and collections.
• Must have working knowledge on basic life and non-life insurance concepts.
• AML/C regulatory compliance experience is an advantage.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks simultaneously.
• Proficiency in MS Office applications, spreadsheets, trackers, and documentation tools.
• Excellent written and verbal communication skills and coordination skills

Responsibilities

• Review and validate Know-Your-Customer (KYC) documents and client information for new and renewing clients.
• Coordinate with clients and internal teams to complete pending onboarding requirements.
• Ensure timely and accurate creation, updating, and maintenance of client records in internal systems, guaranteeing all documentation is complete, organized, and compliant.
• Coordinate with insurers for statement of accounts, premium confirmations, and payment follow-ups.
• Contact clients to follow up on outstanding premiums.
• Regular monitoring and reconciliation of collections, outstanding premiums, and other receivables.
• Ensure all invoices for all accounts and line of insurance are accurately recorded in the internal system or monitoring file.
• Manage and track renewals of designated retail accounts in coordination with insurers to ensure timely renewal processing.
• Ensure renewal reminders are sent to all retail clients before due date.
• Ensure renewal listings are sent internally as reminders to account teams, and track or verify any accounts that have not been renewed on time.
• Maintain a responsive and customer-focused approach when coordinating with clients or insurers, even beyond regular working hours when necessary.
• Escalate delays or issues to the Operations Head.
• Support the coordination of contract agreements (e.g., SLAs, MOAs, and others) internally, with other business units, and with insurer partners to ensure compliance.
• Maintain and manage updated inventory for all operational agreements.
• Monitor turnaround times incorporated within the agreements and ensure delays or risks are flagged to the Operations Head.
• Draft, update, and maintain Standard Operating Procedures (SOPs), templates, and internal checklists.
• Support the rollout and communication of new processes and workflows.
• Participate in administrative tasks associated with process improvements and operational alignment.
• Assist in operational projects and other activities and initiatives that may be assigned from time to time.
• Actively participate in reconciliation activities to ensure updated premium payments in coordination with accounts team and finance team.
• Provide administrative and coordination support during operational reviews and improvement initiatives, including identifying discrepancies and coordinating resolutions internally.
• Perform other duties as needed to support operations and business goals.

Skills

Attention to detail

Organizational skills

Communication skills

Multi-tasking

Education

Bachelor’s degree in business administration, management, finance

Tools

MS Office

Spreadsheets

Documentation tools

Job description

Bonifacio Insurance Broker Corporation (BIBC) is seeking an Operations Specialist to support day-to-day brokerage activities, including client onboarding, KYC validation, billing coordination, and renewal processing, ensuring accuracy and adherence to procedures.

The role requires meticulous attention to detail, strong coordination with internal teams and insurers, and the ability to manage multiple tasks across lifecycle events from onboarding to contracts.