Underwriting Support

Steadfast Group Limited; Taguig; Presencial; PHP 300.000 - 420.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work arrangements

Career development programs

Life, disability, and travel insurance

Competitive compensation and benefits

Inclusive culture

Descripción de la vacante

Steadfast Group Limited, based in Taguig, Philippines, invites applications for an underwriting support role within its Shared Services team. The role focuses on data entry, quotations, and policy processing to support the underwriting team and client servicing.

You will collaborate with internal stakeholders to ensure timely and compliant insurance services. The ideal candidate has at least 1 year in insurance/shared services, strong attention to detail, and solid English communication.

Formación

• Minimum 1 year of experience in insurance or shared services.
• Data entry and policy processing experience.
• Detail-oriented with strong accuracy.
• Excellent English communication and stakeholder skills.

Responsabilidades

• Prepare and process quotations per client requirements.
• Review proposals for completeness and compliance.
• Ensure policy docs are complete and filed.
• Coordinate with internal stakeholders on processing requirements.
• Handle renewal related checks and endorsements.
• Assist audit queries and training certificate prep.
• Upload documents and adhere to service standards.

Conocimientos

Data entry

Policy processing

Underwriting support

Client servicing

Excel

Attention to detail

Time management

Communication skills

Stakeholder management

Teamwork

Herramientas

Insurance underwriting systems

Microsoft Office

Descripción del empleo

• Supportive, collaborative teams across functions

ABOUT US

Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with growing operations in Asia, Europe, and the US.

Based in Bonifacio Global City Taguig, Steadfast Shared Services in the Philippines is expanding its Finance and Technologies teams.

We are proud of our diverse mix of people and skills, coming together across multiple businesses to support our broker network and create next-generation thinking, systems, and technologies that will drive the insurance sector forward. Ours is an exciting, progressive organization where you can build a meaningful professional career alongside some of the brightest people in the insurance industry.

ABOUT THE ROLE

This role is to support underwriting team in ensuring accurate, timely, and compliant delivery of insurance services. The role includes but not limited to data entry, quotation preparation, proposal/closing checking, and coordination with internal stakeholders to support business operations and client servicing.

• Prepare and process insurance quotations based on client requirements and broker instructions.
• Review and validate proposals for completeness, accuracy, and compliance with underwriting and business requirements.
• Ensure all policy documentation and supporting records are complete and properly maintained.
• Coordinate with internal stakeholders regarding policy processing requirements and clarifications.
• Process declarations, proposal form, claims history and closing checks for renewal.
• Process endorsement quotes, closing, and proposal form checks.
• Process broker transfers and Letter of Appointment.
• Process closing checks for Cancellation and Adjustments.
• Assist on pre-renewal invitation and decline process.
• Perform quality checks to ensure accuracy of data entry against supporting documents.
• Assist in handling internal/external audit queries.
• Prepare and create Training Certificates.
• Upload documents for UAS.
• Adhere to established service standards, compliance requirements, and operational procedures.
• Assist in identifying process improvement opportunities to enhance operational efficiency and accuracy.
• Provide support on ad hoc tasks, operational deliverables, and UAA team queries, as necessary.

ESSENTIAL QUALITIES AND EXPERIENCE

The successful candidate should have a minimum of 1 year of experience gained in a professional services, insurance, or shared services environment. Experience in data entry, policy processing, insurance broking support, underwriting assistance, or client servicing will be an advantage. Open to high performer fresh graduate candidates.

• Experience in insurance policy administration, policy binding, quotation preparation, or proposal checking.
• Exposure to insurance underwriting systems and related platforms is preferred.
• Intermediate proficiency in Microsoft Excel and Microsoft Office applications.
• High attention to detail and accuracy in handling policy information and documentation.
• Strong analytical and problem-solving skills.
• Ability to manage high volumes of work while meeting deadlines and service levels.
• Ability to work effectively both independently and within a team environment.
• Strong written and verbal English communication skills
• Good stakeholder management and coordination skills.
• Ability to adapt in a fast-paced operational environment.
• Strong organizational and time management skills.
• Continuous improvement mindset and willingness to learn new processes and systems.
• Ability to execute established procedures while maintaining quality and compliance standards.

WHAT TO EXPECT

We offer you exciting benefits to support you in your professional and personal journey:

• Flexible work arrangements to help you balance work and personal responsibilities.
• Career development opportunities through technical and leadership programs.
• Life, disability, and travel insurance, plus access to other discounted insurance options.
• A competitive compensation and benefits package.
• A vibrant, collegiate, inclusive culture that celebrates you.

We are always on the look-out for great talent, and you just might be who we're looking for.