Insurance Specialist

Dream Career Builder MY; Philippines; On-site; PHP 279,000 - 391,000; Full time

Job summary

Dream Career Builder MY in the Philippines seeks an Insurance Administrator to manage trackers, monitor policies, and ensure timely monthly payments. You will verify policyholders, reconcile records, and coordinate with providers while maintaining strict documentation and confidentiality.

Ideal candidates are highly proficient with Google Sheets/Excel, detail-oriented, organized, and able to work independently with integrity in handling company funds and financial transactions.

Qualifications

• Proven ability to manage and maintain accurate insurance trackers and records.
• Excellent attention to detail and meticulous record-keeping.
• Strong organizational skills and systematic approach.
• Trustworthy with company funds and financial transactions; high integrity.
• Takes ownership of assigned tasks and demonstrates reliability.
• Able to work independently with minimal supervision.
• Good communication and follow-up abilities.
• Willingness to follow established processes and procedures.

Responsibilities

• Manage and maintain accurate insurance trackers and records.
• Monitor all active insurance policies to ensure none are missed.
• Prepare and process monthly insurance payments accurately and on time.
• Handle and monitor insurance funds with proper documentation.
• Verify policyholders, payment schedules, dates, and amounts before processing payments.
• Reconcile payment records and document all transactions.
• Coordinate with insurance providers regarding payments and policy updates.
• Report and resolve discrepancies promptly.
• Ensure all insurance-related tasks meet deadlines.
• Maintain confidentiality of insurance and company information.

Skills

Google Sheets/Excel

Attention to detail

Organized

Integrity

Ownership

Reliability

Independent worker

Communication skills

Process adherence

Tools

Tracker management

Job description

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.

Non-Nego

• - With proven experience HANDLING insurance policies, payments, or insurance administration (NOT OFFERING INSURANCE)