Insurance Specialist

Cyberbacker Careers; Philippines; On-site; PHP 335,000 - 502,000; Full time

Job summary

Cyberbacker Careers seeks an Insurance Specialist to manage and monitor the company’s insurance policies, payments, funds, and related records with precision. The ideal candidate will be highly proficient with trackers and spreadsheets, able to work independently with minimal supervision, and maintain strict confidentiality while ensuring timely processing of transactions.

This role emphasizes accuracy, accountability, and strong communication to coordinate with providers and internal teams.

Qualifications

• Highly knowledgeable in Google Sheets/Excel and tracker management.
• Excellent attention to detail.
• Highly organized and systematic.
• Trustworthy with company funds and financial transactions.
• Accountable and takes ownership of tasks.
• Reliable with time-sensitive transactions.
• Able to work independently with minimal supervision; good communication and follow-up skills.
• Willing to follow established processes and procedures.

Responsibilities

• Manage and maintain accurate insurance trackers and records.
• Monitor all active insurance policies and ensure that no policy is missed.
• Prepare and process monthly insurance payments accurately and on time.
• Handle and monitor insurance funds responsibly with proper documentation.
• Verify policyholders, payment schedules, dates, and amounts before processing payments.
• Reconcile payment records and ensure all transactions are properly documented.
• Coordinate with insurance providers regarding payments, policy concerns, and updates.
• Immediately report and resolve any discrepancies or potential issues.
• Ensure all insurance tasks are completed within deadlines.
• Maintain confidentiality of insurance and company information.

Skills

Tracker management

Google Sheets

Excel

Attention to detail

Organized

Independent work

Time management

Communication

Tools

Google Sheets

Excel

Job description

We are looking for a highly responsible, reliable, trustworthy, and detail-oriented Insurance Specialist who will be responsible for managing and monitoring the company’s insurance policies, payments, funds, and related records.

The ideal candidate must be highly knowledgeable in using trackers and spreadsheets, have experience handling insurance-related tasks, and be capable of independently managing responsibilities with minimal supervision.

Key Responsibilities

• Manage and maintain accurate insurance trackers and records.
• Monitor all active insurance policies and ensure that no policy is missed.
• Prepare and process monthly insurance payments accurately and on time.
• Handle and monitor insurance funds responsibly and ensure proper documentation of all transactions.
• Verify policyholders, payment schedules, dates, and amounts before processing payments.
• Reconcile payment records and ensure that all transactions are properly documented.
• Coordinate with insurance providers regarding payments, policy concerns, and updates.
• Immediately report and resolve any discrepancies or potential issues.
• Ensure that all insurance-related tasks are completed within the required deadlines.
• Maintain strict confidentiality of insurance and company information.

Qualifications

• Highly knowledgeable in Google Sheets/Excel and tracker management.
• Excellent attention to detail.
• Highly organized and systematic.
• Trustworthy and has a strong sense of integrity, especially when handling company funds and financial transactions.
• Accountable and takes full ownership of assigned tasks.
• Responsible and reliable, especially with time-sensitive transactions.
• Able to work independently with minimal supervision.Good communication and follow-up skills.
• Willing to follow established processes and procedures.