Remote Fund Ops & Underwriting Expert

Outsource Access, Inc.; Cagayan de Oro; Remote; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Health & Wellness

Group Life Insurance

Paid leave credits

Government-mandated benefits

Job summary

Outsource Access is seeking a detail-oriented data specialist to support underwriting and fund operations remotely from the Philippines, ensuring documentation for decisions.

You will manage policy onboarding, premium processing, and reports, while performing quality checks on valuation files and investor data. Excel mastery and familiarity with LexServ/ProtectFlow/Lyric are essential, with US Mountain Time overlap.

Qualifications

• Meticulous accuracy in financial/insurance contexts.
• Able to consult SOPs and training materials independently.
• Committed, long-term professional with care and growth mindset.
• Tech-savvy with data-heavy platforms and Excel; comfortable with industry systems.

Responsibilities

• Analyze insurance contracts and medical records to provide complete documentation for underwriting decisions.
• Own policy onboarding, premium processing and tracking updates to keep fund operations smooth.
• Conduct quality checks and maintain vital financial spreadsheets and investor reports.
• Identify workflow improvements and communicate findings beyond mere task completion.

Skills

Excel

SOPs

Problem-solving

Tools

LexServ

ProtectFlow

Lyric

Job description

Outsource Access is seeking a detail-oriented data specialist to support underwriting and fund operations remotely from the Philippines, ensuring documentation for decisions.

You will manage policy onboarding, premium processing, and reports, while performing quality checks on valuation files and investor data. Excel mastery and familiarity with LexServ/ProtectFlow/Lyric are essential, with US Mountain Time overlap.