Policy Administration & Processing Support Staff Assistant

Pioneer Insurance & Surety Corporation; Makati; On-site; PHP 240,000 - 360,000; Full time

Job summary

An insurance company in Makati is looking for an administrator to handle renewal processes and client communication. This role involves preparing reports, managing policy updates, and ensuring prompt responses to clients and stakeholders. Candidates should have a bachelor's degree and 1-2 years of experience in data entry or customer service. Skills in report interpretation and proficiency with Microsoft Office are advantageous. The position offers opportunities to adapt to departmental changes and participate in strategic planning.

Qualifications

• Graduate of a bachelor’s degree course.
• 1–2 years of experience preferred in data entry, customer service, or administrative roles.
• Data entry, customer service, or administrative experience is preferred.

Responsibilities

• Preparing renewal notices and reports for clients.
• Reviewing renewal terms and conditions before release.
• Completing batch processes including reminders via email and text.
• Liaising with adjacent departments for prompt turnaround.
• Executing transactions in the system including updates and cancellations.
• Communicating vital information to stakeholders professionally.

Skills

Ability to work through and make sense of large sets of data

Ability to interpret and create reports

Willingness to adapt to change

Basic business writing skills

Basic understanding of insurance

Ability to convey complex concepts to non-experts

Team player

Proficient in Microsoft Word and Excel

Education

Bachelor's degree in Business or IT-related course

Bachelor's degree

Job description

Educational Qualifications

• Business or IT-related course
• Graduate of a bachelor’s degree course

Experience

• 1–2 years of experience
• Data entry, customer service, or administrative experience is preferred

Key Responsibilities

• Preparing renewal notices and reports for release to clients, intermediaries, and branches
• Reviewing the renewal terms and conditions of policies prior to their release
• Completing all batch processes including reminders to clients, intermediaries, and branches via email and text messages
• Liaising with adjacent departments to maintain prompt turnaround times
• Executing transactions in the system, including but not limited to updates and changes to policy information (endorsements) and cancellations
• Communicating vital information to relevant stakeholder groups in a prompt and professional manner

Other Duties

• Taking an active role in the Performance Appraisal process as prescribed by company policy
• Participating in the department’s action planning and strategy implementation
• Being ready to respond to changes within the department such as switching functions or teams
• Performing ad hoc tasks consistent with meeting the objectives of the department and company as a whole

Skills and Competencies

Must-Have Skills

• Ability to work through and make sense of large sets of data
• Ability to interpret and create reports
• Willingness to adapt to change
• Basic business writing skills

Good-to-Have Skills

• Basic understanding of insurance
• Ability to convey complex concepts to non-experts
• Proven track record as a team player
• Proficient in Microsoft Word and Excel