Operations Assistant/Specialist

TalentBuzz Recruitment Agency; Quezon City; On-site; PHP 300,000 - 650,000; Full time

Job summary

A recruitment firm is seeking a Service Delivery Trainer in Quezon City, Philippines. The role involves optimizing operations in financial services, conducting training, and ensuring compliance. Candidates should possess a Bachelor’s degree and at least 2 years of experience in related fields, along with strong skills in problem-solving and data analysis. Training and coaching experience is crucial. This is an onsite position with day shifts.

Qualifications

• 2 years and above experience in financial services or related fields.
• Training and coaching experience required.
• Experience in creating and updating SOPs and technical documentation.
• Proficiency in email communication.
• Strong problem-solving, data analysis, time management and planning skills.
• Experience in creating/updating SOPs and documenting processes.
• Quality assurance experience in reviewing and optimizing outputs.
• Day shift / Onsite.

Responsibilities

• Process complex insurance tasks and operate various client systems independently.
• Optimize operations through analysis and process enhancement.
• Conduct training and develop/update SOPs for alignment with operational goals.
• Perform audits and troubleshooting to identify gaps and meet compliance requirements.
• Conduct training by creating training plans, managing processes, and coaching junior trainers.
• Develop and update SOPs and training plans aligned with operational goals.
• Implement quality assurance measures to ensure high standards and client expectations.
• Support data analysis, reporting, onboarding new clients and tasks.

Skills

Problem-solving

Data analysis

Time management

Planning

Email communication

Quality assurance

Education

Bachelor’s degree in any field

Job description

Role: Service Delivery Trainer

Responsibilities

• Process complex insurance tasks and operate various client systems independently.
• Optimize operations by analyzing problems, developing procedures, and ensuring compliance.
• Enhance customer experience by communicating with clients, addressing needs, and building strong relationships.
• Perform audits and troubleshooting to identify gaps, resolve issues, and meet compliance requirements.
• Conduct training by creating training plans, managing processes, and coaching junior trainers.
• Develop and update SOPs (Standard Operating Procedures) and training plans to ensure alignment with operational goals.
• Implement quality assurance measures to ensure processes meet high standards and client expectations.
• Support other tasks, including data analysis, reporting, and onboarding new clients and tasks.

Job Requirements

• Bachelor’s degree in any field
• 2 years and above experience in financial services or related fields
• Training and coaching experience
• Proficiency in email communication
• Strong problem-solving, data analysis, time management, and planning skills
• Experience in creating and updating SOPs and technical or procedural documentation
• Quality assurance experience in reviewing and optimizing processes or outputs
• Day shift / Onsite

Preferred skills/expertise:

• Familiarity with OPEX and compliance processes
• Background in insurance Level 1