Policy Admin Assistant - Operations, MoneeInsure

Monee; Manila; On-site; PHP 420,000 - 620,000; Full time

Job summary

Monee is seeking a Policy Admin Analyst to accurately process and maintain insurance policy data, ensuring compliance with company and regulatory standards. You will collaborate with Operations and Commercial teams to support policy issuance, updates, and reporting.

The role involves manual encoding of policy data, validation, and administrative tasks for Group Term Life and Motor Car Insurance, with close coordination to process new submissions and maintain documentation.

Qualifications

• Bachelor's degree or equivalent in Business Administration.
• 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 environment.
• Strong communication and organizational abilities to manage multiple responsibilities effectively.

Responsibilities

• Accurately perform manual encoding of policy data into internal systems.
• Review and validate policy information for completeness and accuracy.
• Assist in preparation, issuance, and maintenance of insurance policies, including endorsements, renewals, and cancellations.
• Handle administrative tasks for Group Term Life Insurance and Motor Car Insurance.
• Work closely with Operations and Commercial teams to process new submissions and fulfill pipeline requirements.
• Support generation of reports and documentation for internal use and external stakeholders.

Skills

Attention to detail

Data entry

Independent work

Time management

Communication skills

Organizational abilities

Education

Bachelor's Degree / 4-Year Course Graduate (Business Administration)

Tools

Microsoft Excel

CRM platforms

Job description

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.

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 / 4-Year Course Graduate (Business Administration)
• 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.