Insurance Processing Support (AU) | Hybrid

Intogreat Solutions; Quezon City; Hybrid; PHP 420,000 - 600,000; Full time

Benefits offered by this job

Competitive pay

Work-life balance

Career growth

Leadership support

Job summary

IntoGREAT is seeking an Insurance Processing Support (AU) to handle back-office tasks for renewals and debtor management in a hybrid setup at Eastwood Avenue, Quezon City, Philippines. The role requires reviewing expiring policies, processing renewals, preparing compliance documents, and maintaining records while coordinating with brokers and onshore teams.

Ideal candidates have a Bachelor’s degree and 2–3 years AU experience, with openness to insurer or broker backgrounds.

Qualifications

• Bachelor’s/College Degree in any field.
• 2-3 years minimum AU experience.
• Open to both Insurer or Broker background (domestic & commercial).
• Steadfast systems is nice to have.

Responsibilities

• Review expiring insurance policies and identify upcoming renewals as per renewal report.
• Process renewals as instructed by brokers and input data into Insight.
• Generate and draft compliant documents and client communications.
• Maintain organized electronic and physical filing systems for policy documentation.
• Communicate with onshore teams and management for updates on progress and issues.
• Debtors: follow up on overdue payments and prepare periodic statements.

Skills

AU experience

Attention to detail

Education

Bachelor’s/College Degree

Tools

Steadfast systems

Job description

Insurance Processing Support (AU) | Hybrid Eastwood Avenue, Quezon City, Metro Manila, Philippines 1 - 2 Years Probationary

Job Description

Job Summary

The Insurance Processing Support role is responsible for providing accurate and efficient back-office supportacross insurance renewals and debtor management activities. The role involves reviewing expiring policies,processing renewals in accordance with broker instructions, preparing compliance documents and clientcommunications, maintaining accurate records in relevant systems, and escalating discrepancies as needed.This position also supports debtor follow-up, payment tracking, account reconciliation, and reporting whileensuring compliance with company procedures, confidentiality requirements, and industry standards. Therole requires strong attention to detail, effective communication, sound time management, and the abilityto work collaboratively with onshore teams, brokers, clients, and management.

Job Responsibilities

RENEWALS

• Review expiring insurance policies and identify upcoming renewals as per renewal report provided. Will work4 weeks out from policy renewal date.
• Follow specific instructions noted regarding the renewals on the Broker spreadsheet (renewal report)
• Review and consider for the renewal of incoming documentation, including policy endorsements, declarations, and other related paperwork.
• Input data accurately into Insight, ensuring completeness and compliance with established procedures.
• Process renewals as instructed by brokers
• Generate processed compliance documents into an email - in draft for the Broker to review and sign off
• Complete body of email as per templates given re renewal for the client - case by case
• Address and raise with the Broker any noticeable discrepancies when processing
• Complete remarket of renewal on electronic platforms where possible otherwise seek out manual as per Broker request
• Maintain organized electronic and physical filing systems for policy documentation and records management.
• Follow established workflows and standard operating procedures to ensure consistency and efficiency inback-office processes.
• Communicate effectively with onshore team members and management to provide updates on work progressand address any issues or concerns.
• Renewal mainly tracked within Teams and processed in Insight (minor tracking Insight). Salesforce will act as the place where we charge the Broker for this task and may be used for tracking between offshore and onshore.

DEBTORS

• Generate reminder notice i.e. statement or final notice based on past due time
• Prepare periodic statements to clients detailing outstanding balances, payments received, and any overdue amounts.
• Match confirmation of payment email with client account ensure Accounts have reconciled
• Follow up clients via email to follow up on outstanding invoices and overdue payments.
• Set up premium funding arrangements on instruction
• Investigate and resolve discrepancies or disputes related to invoicing and payment issues, liaising with internal teams and clients as necessary.
• Initiate formal debt collection procedures for overdue accounts, following company policies and regulatory requirements.
• Monitor the aging of outstanding invoices and prioritize collection efforts based on the length of delinquency and account status.
• Maintain accurate records of debtor communications, payment arrangements, and collection activities in Insight documents under the relevant transaction.
• Prepare regular reports on debtor aging for management review and decision-making.
• Ensure compliance with relevant regulations and industry standards governing debtor management practices.
• Provide timely and professional communication to clients regarding their account status, payment obligations, and debt resolution efforts.
• Identify opportunities to streamline debtor management processes, improve efficiency, and enhance collection outcomes through ongoing evaluation and feedback.
• Debtors mainly tracked within Teams and secondary will be documents in Insight under the relevant transaction.
• Salesforce will be the place where we charge the Broker for this task but is not required for the tracking side.
• Adhere to confidentiality and data protection policies when handling sensitive information.
• Participate in training and development programs to enhance skills and knowledge relevant to back-office processing tasks and insurance industry practices.

Qualifications

• Bachelor’s/College Degree at any field
• Must have 2-3 years minimum AU experience
• Open to both Insurer or Broker background (domestic & commercial)
• Steadfast systems is nice to have

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
• Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Job Snapshot

• Updated Date: 20-Aug-2026
• Department: Insurance