Policy Admin Analyst

MoneeInsure Philippines; Mandaluyong; On-site; PHP 260,000 - 420,000; Full time

Job summary

MoneeInsure Philippines is seeking a Policy Admin Analyst to accurately process and maintain insurance policy data through manual encoding and validation, ensuring compliance with company and regulatory standards. This role collaborates with Operations and Commercial teams to support policy issuance, updates, and reporting, facilitating smooth administration of insurance products.

Data entry, validation, and policy administration support are core duties, including endorsements, renewals, and

Qualifications

• Bachelor's Degree in a relevant field is required.
• Experience in insurance operations or policy administration is advantageous.
• Strong data entry and validation skills with high accuracy.
• Proficiency in Excel, CRM systems, and reporting tools is expected.
• Ability to work independently, prioritize tasks and meet deadlines.

Responsibilities

• Accurately encode policy data into internal systems using batch uploads.
• Review and validate policy information for completeness and accuracy.
• Assist in issuance, maintenance, endorsements, renewals and cancellations.
• Handle policy setup for Group Term Life and Motor Car Insurance.
• Collaborate with Operations and Commercial teams to process new business.
• Support reporting and documentation for internal and external stakeholders.

Skills

Data entry

Attention to detail

Communication

Organization

Deadline-driven

Education

Bachelor's Degree

Tools

Microsoft Excel

CRM platforms

Data management tools

Reporting tools

Job description

The Policy Admin Analyst accurately processes and maintains insurance policy data through manual encoding and validation, ensuring completeness and compliance with company and regulatory standards. This role collaborates with Operations and Commercial teams to support policy issuance, updates, and reporting, facilitating smooth administration of insurance products.

Data Entry & Validation

Accurately perform manual encoding of policy data into internal systems using batch upload processes to streamline data entry.

Review and validate policy information to ensure all records are complete and accurate.

Policy Administration Support

Assist in the preparation, issuance, and maintenance of insurance policies, including endorsements, renewals, and cancellations.

Handle administrative tasks specific to Group Term Life Insurance and Motor Car Insurance, such as policy setup, updates, and documentation.

Collaboration & Coordination

Work closely with Operations and Commercial teams to process new business submissions and fulfill pipeline requirements efficiently.

Reporting & Documentation

Support the generation of reports and necessary documentation for internal use and external stakeholders.

Maintain comprehensive, up-to-date records to comply with company policies and regulatory requirements.

Requirements:

Bachelor's Degree

Previous experience in insurance operations, policy administration, or data processing is highly advantageous.

Exceptional attention to detail with proven skills in accurate data entry and validation.

Proficient in Microsoft Excel, CRM platforms, and other relevant data management and reporting tools.

Ability to work independently, prioritize tasks, and consistently meet deadlines in a fast-paced, deadline-driven environment.

Strong communication skills coupled with excellent organizational abilities to manage multiple responsibilities effectively.