Insurance Operations Specialist - Closings & CRM

Deployed Philippines Inc.; Metro Manila; On-site; PHP 300,000 - 450,000; Full time

Benefits offered by this job

Day 1 HMO & Protection

Go Global: international accounts

Workplace Perks & Great Culture

Job summary

Deployed Philippines Inc. is helping a New Zealand-based insurer recruit a detail-oriented Transaction Processing Specialist to join our Ortigas hub.

You will process broker-partner closings on time, verify premium calculations against quotes, and keep underwriting system and CRM records accurate, organized, and compliant.

This onsite role starts early (6:00 am) with a 9-hour day and benefits including day-one HMO and opportunities to handle international accounts.

Qualifications

• Bachelor's/College degree required?
• At least 2 years of experience in commercial insurance.
• Meticulous data entry with attention to detail to catch inconsistencies.
• Clear communication skills and ability to work with internal teams.
• Ability to work independently, under pressure, and seek help when needed.

Responsibilities

• Process broker-partner closings within set timelines.
• Cross-check premium calculations and match closings to underwriter quotes.
• Log details into the underwriting system and maintain CRM records.
• Organize documents per compliance guidelines and manage daily task queues.

Skills

Clear communication

Data entry accuracy

Independent worker

Team collaboration

Attention to detail

Education

Bachelor's degree

Tools

CRM software

Underwriting system

Job description

Deployed Philippines Inc. is helping a New Zealand-based insurer recruit a detail-oriented Transaction Processing Specialist to join our Ortigas hub.

You will process broker-partner closings on time, verify premium calculations against quotes, and keep underwriting system and CRM records accurate, organized, and compliant.

This onsite role starts early (6:00 am) with a 9-hour day and benefits including day-one HMO and opportunities to handle international accounts.