Senior Policy Operations

Integrated-Office-Solutions; Muntinlupa; On-site; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Competitive Salary

Career Growth & Development

Work-Life Balance

Collaborative environment

Partner perks

Job summary

Integrated OS in the Philippines is seeking a Senior Policy Operations professional to support our Major Accounts & Specialty Team in insurance administration, renewal processes, and client documentation. The role covers underwriting submissions, renewal tracking, invoicing, and file management across corporate clients.

You will liaise with insurers and advisers to ensure accurate, timely service. Ideal candidates have five years in insurance, strong communication, and a proactive approach; a

Qualifications

• Five years of relevant insurance industry experience preferred but not essential with equivalent experience.
• Experience in commercial insurance renewals, policy administration, and client documentation.
• Strong written and verbal communication skills with attention to detail.

Responsibilities

• Prepare renewal documentation, review packs, and schedules.
• Coordinate with insurers and underwriters; manage responses and quotations.
• Prepare CoCs, invoices, premium documents, and client communications.
• Maintain accurate client and policy records; ensure timely filing and version control.
• Identify process improvements and support workflow automation initiatives.

Skills

Communication skills

Insurance terminology

Deadline management

Client service

Education

Insurance qualification or relevant tertiary qualification

Job description

Unleash Your Talents with Us!

Hi there, our future Senior Policy Operations! Happy to see YOU here.

Here at Integrated OS, you'll be part of a team of passionate individuals who are committed to delivering exceptional offshoring services. Bringing in an array of skills and talents from different areas of business from Finance, Human Resources, Information Technology, Customer Service, Marketing to Sales, and Operations.

From humble beginnings, we have built our company from our first team member onwards. Initially, we were lending support to an Australian print manufacturer - The Lamson Group.

Since then, we have continued to uphold our core values and culture and developed a deeper understanding of how people need help to succeed in their goals. And YOU might be a part of this amazing growth as our team keeps growing above all expectations!

What you'll do:

We are seeking a highly capable and experienced insurance professional to support our Major Accounts & Specialty Team. The role is responsible for insurance administration, pre-renewal preparation, renewal reporting, client documentation, insurer and underwriter follow-up, invoicing, reporting and document management across a portfolio of commercial and corporate clients.

Key responsibilities for this role include:

Renewal & Placement Support

• Prepare pre-renewal documentation, renewal review packs and supporting schedules.
• Prepare, pre-fill and maintain insurance proposal forms and other underwriting information templates.
• Collate information from clients, prior-year records, insurers and internal stakeholders.
• Review renewal information for completeness, consistency and outstanding requirements.
• Prepare renewal reports and related client-facing documentation using approved templates.
• Assist with remarketing and placement activities, including preparation of underwriting submissions and quotation comparisons.
• Maintain renewal trackers, task lists and workflow status updates, escalating delays or gaps when identified.

Insurer & Underwriter Management

• Manage and follow up insurer and underwriter responses, requests, referrals and outstanding quotations.
• Monitor placement and renewal timeframes and elevate issues to the responsible adviser or broker.
• Maintain accurate records of market approaches, insurer communications, outstanding items and outcomes.
• Liaise professionally with insurers and underwriting contacts on policy administration and documentation matters.

Client Documentation & Invoicing

• Prepare Certificates of Currency (CoCs), invoices, premium documentation, schedules, endorsements and other client documentation.
• Prepare clear, accurate and professional correspondence for review or issue to clients and insurers.
• Check all documentation against source information before issue and promptly correct discrepancies.
• Assist with invoice reconciliation, premium allocation, payment information and associated transaction records where required.
• Ensure client documentation is produced within agreed turnaround times and service standards.

Administration, Reporting & File Management

• Prepare administration reports, workflow reports and other operational documentation.
• Save and correctly file all incoming and outgoing emails, attachments and supporting records against the relevant client file.
• Maintain complete, accurate and orderly electronic client files in accordance with internal naming and filing conventions.
• Maintain document integrity, version control and consistency across working documents and final records.
• Update policy, client and insurer information within relevant systems and databases.
• Provide reliable day-to-day administration support to advisers and brokers.

Continuous Improvement

• Identify process gaps, recurring documentation issues and opportunities to improve efficiency or quality.
• Support workflow automation, template improvement and system enhancement initiatives.
• Contribute practical ideas that improve service delivery, data quality and operational consistency.
• Take ownership of allocated work and follow tasks through to completion without unnecessary supervision.

Successful candidate must have:

• Preferably five years of relevant insurance industry experience, but not essential where equivalent industry experience is demonstrated.
• Previous experience within a commercial insurance brokerage, underwriting agency, general insurer or insurance administration function.
• Practical experience supporting commercial insurance renewals, policy administration and third party engagement.
• Demonstrated experience preparing renewal reports, proposal forms, underwriting submissions and client documentation.
• Strong understanding of various insurance documentation types, such as policy schedules, quotations, endorsements, Certificates of Currency and insurance invoices.
• Experience managing multiple deadlines and maintaining accurate records across a portfolio of clients.
• An insurance qualification or relevant tertiary qualification is desirable but not essential where equivalent industry experience is demonstrated.
• Good communication skills and has the ability to understand insurance terminology, interpret instructions and communicate issues or missing information clearly.

What's in it for YOU?

At Integrated OS, we create career opportunities where you can thrive, grow, and make an impact.

• Competitive Salary & Benefits: Be rewarded for your expertise and dedication.
• Career Growth & Development: Work alongside international clients and gain valuable experience.
• Work-Life Balance: Our innovative activities, open communication channels, and commitment to inclusivity make every day exciting and rewarding!
• Collaborative & Supportive Environment: Be part of a passionate team that values innovation and teamwork.
• Other Partner-Initiated Benefits: Our partner initiated exclusive perks and support programs.