Operations Officer
Handles the execution of policy applications, quotation requests, endorsement processing, and day-to-day administrative coordination between clients and underwriting insurers. Key Responsibilities: Receive client insurance inquiries, liaise with insurance partner underwriters to gather competitive quotes, and generate comparison proposals for clients. Verify applicant documentation, process policy covers, issue cover notes/certificates, and submit endorsement requests for changes in policy details. Assist retail and corporate clients with policy status inquiries, payment collection follow-ups, and basic claims documentation submission. Log all active policies, renewal dates, premiums, and commission rates into the brokerage management software accurately. Generate monthly policy renewal lists and proactively contact clients to secure timely policy continuations. Key Qualifications: Bachelor’s degree in Business Administration, Insurance, Finance, or related field. 1–3 years of experience in insurance brokerage or agency operations. Excellent customer service skills, high attention to detail, and proficiency in MS Excel / database tools. Pay: Php25,000.00 - Php50,000.00 per month Benefits: Additional leave Company events Health insurance Opportunities for promotion Pay raise Promotion to permanent employee Work Location: In person
Наблюдалась 2026-09-15, впервые 2026-09-04, источник — Indeed.