Junior Accounts Specialist - General Insurance (Makati)

The Role:  We're looking for Account Specialists to join our General Insurance team under the Sales Administration section. The role will provide administrative and operational support to Account Managers in managing client accounts, ensuring smooth preparation of quotations, documentation, and internal coordination with insurers.

This is a key role that enables Account Managers to focus on client-facing responsibilities and business development.

Key Responsibilities:

• Assist Account Executives in preparing proposals, quotations, and presentation materials
• Coordinate with insurance providers for requirements and documentation
• Track and monitor account renewals, endorsements, and pending transactions
• Handle documentation, encoding, and filing to ensure accuracy and compliance
• Respond to client clarifications or requests when delegated by Managers.
• Prepare reports and updates for the team/division on account status.

Qualifications:

• A graduate of any business-related course. Preferably from business administration, communication, and finance programs.•
1-2 years of experience in a sales support role that focuses on monitoring clients and providing updates. Fresh graduates are welcome to apply.
• Basic/working knowledge of non-life insurance is an advantage.
• Proactive in follow-ups and possesses strong coordination skills.
• Proficient in MS Suite Applications.
• Detail-focused but adaptable when dealing with urgent account needs.
• Willing to learn and gradually transition into client-facing responsibilities as part of career progression
• Able to work onsite in San Antonio, Makati.

Accounts Supervisor - Employee Benefits (Makati)

Key Responsibilities:

• Monitoring and updating assigned accounts for renewal. Prepare quotations for analysis and client presentations
• Conduct collection follow-ups in coordination with the credit and collection team.
• Guide junior specialists on day-to-day client transactions and projects.
• Attend to claims concerns in partnership with the claims department.
• Daily coordination with the Policy Administration department regarding deliverables (policies, endorsements &, etc.)
• Providing weekly production & collection reports/analysis

Qualifications:

• A graduate of any 4-year course. Medically aligned degrees have an advantage.
• 3-4 years of experience in healthcare account management, specifically with a strong background in either of the following: HMO, Group Life Insurance, and Group Personal Accident. Experience as an HMO coordinator from an insurance provider is an advantage.
• Experienced in handling clients' concerns through a customer-centric approach.
• Proficient in MS Suite Applications• Strong communication skills, able to coordinate with different business units to meet client demands and concerns.
• Able to work onsite in San Antonio, Makati

Senior Claims Specialist (Non-motor) - General Insurance (Makati)

Key Responsibilities:

• Reviewing policy coverage and clauses versus submitted documents for claims requests
• Coordinating with Partners on the completion of documents, premium payment, and remittance, inspection schedule
• Conducting follow-ups with clients, adjusters, and insurance partners to ensure timely processing of requested claims.
• Working with insurance partners regarding the letter offers and coordinating with client services for their presentations.
• Submission of list of pending claims/fully settled and closed claims to client services partners
• Updating the status of claims to the system.• Prepares report to Manager on critical and claims with technicality
• Prepares settled and pending claims to the immediate head 

Qualifications:

• Graduate of any business or engineering course
• At least two (2) years of experience in claims or as an adjuster for non-life insurance lines. A background in property insurance claims is an advantage.
• Proficiency in MS Office Suite applications
• Excellent communication and interpersonal skills, with the ability to establish rapport and build relationships with stakeholders
• Amenable to work onsite in Makati

Internal Audit Associate (Makati)

Key Responsibilities:

• Perform internal audit engagements to assess the effectiveness and efficiency of the established internal controls and procedures.
• Identify key areas of risk within the organization and propose appropriate controls to mitigate the risks.
• Add value and improve an organization's operations.
• Ensures that audit procedures performed are in conformance with established audit work programs and/or best practices.
• Assists the auditor-in-charge in preparing audit reports and presentations including recommendations for improvement. 

Qualifications:

• Bachelor's Degree in Accountancy or Internal Audit
• Possesses good foundations on auditing standards and procedures
• Able to demonstrate sound judgment independently
• Open to fresh graduates; a CPA license is an advantage, not required
• Excellent communication (oral and written) and time management skills
• Detail-oriented and well-organized
• Amenable to work onsite in Makati