Customer Service & Support Jobs in Makati City, Philippines (Now Hiring) — 89 open — Page 2

Position Responsibilities:

Policy Administration & Member Servicing

• Process member movements, such as inclusions, deletions, and changes in coverage.

• Record and process beneficiary designations to ensure accurate policyholder records.

• Issue Certificates of Insurance (COI) and Certificates of Coverage (COC) for new and existing members.

• Maintain and update the active list of insured members.

• Process requests for policy reinstatement for lapsed accounts.

• Prepare and issue No Evidence Limit (NEL) letters based on underwriting guidelines.

• Process Group Credit Life (GCL) list reconciliation to ensure alignment with policy records.

• Conduct Bridger scanning

Claims Processing, Premium, and Commission Payment

• Provide claims member confirmation to validate member eligibility.

• Computes and processes commission payout requests.

• Close coordination with Billing & Collections, Claims, and Finance/Treasury

Underwriting Requirements and Reports Generation

• Prepare and submit member underwriting cases for review and approval.

• Assist in securing and issuing Letters of Authorization (LOA) as required.

• Prepare and submit Reinsurance (RI) reports to manage risk-sharing arrangements.

• Process and submit Valuation Reports for actuarial and financial assessment.

• Prepare and submit other reports such as ANP, Concentration Risk, ANP, and Accrual.

Financial Transactions and Compliance

• Request Certificate of Withholding Tax (CWT) from clients and process accordingly.

• Facilitate Annual Premium Equivalent (APE) increment reporting for financial tracking.

Individual Accountabilities:

• Give timely feedback to Distribution Partners through our POCs if there are discrepancies in the member data and/or coverage.

• Ensure the timely preparation and submission of the required reports.

• Prepare Policy Documents, such as Masterfiles, NEL/Underwriting Letters, and Certificate of Insurance, as applicable.

• Process commission payout requests.

• Provide immediate resolutions to clients' and agents’ inquiries and complaints.

Key Shared Accountabilities:

• Collaborate with the Underwriting Team to ensure timely submission and approval of member underwriting cases.

• Work closely with the Claims Team to confirm member eligibility and facilitate smooth claims processing.

• Coordinate with the Finance Team for accurate refunds, commission, and other disbursement related transactions.

• Partner with the Reinsurance and Actuarial Teams for accurate reporting and risk assessment.

• Support the Sales and Middle Office Teams by providing operational assistance and ensuring seamless policy servicing.

• Maintain strong relationships with direct clients, brokers, bancassurance, and agency channels to uphold service excellence.

Required Qualifications:

• College graduate of any 4-year course.

• Requires 2-3 years of Group Accounts Management and/or Operations experience

• Strong understanding of Group Life, Group Credit Life, and Employee Benefits operations across multiple distribution channels

• Excellent communication, interpersonal, and customer service skills.

• Strong analytical skills with high attention to detail and accuracy.

• Ability to work effectively in a collaborative team environment.

• Demonstrates responsiveness, excellence, and a continuous improvement mindset.

Preferred Qualifications:

• At least 1-2 years of supervisory or team leadership experience preferred

• Preferably with Basic LOMA course taken and passed

• Proficiency in MS Office notably MS Excel

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.