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

Senior Claims Specialist - Health and Life Insurance (Makati)

Responsibilities:
• Coordinate with insurers, policyholders, and other stakeholders to ensure timely claims resolution.
• Investigate and evaluate claims to determine their validity, including gathering relevant documentation, medical records, and other supporting materials.
• Ensure claims are processed promptly and efficiently according to service level agreements (SLAs).
• Approve or reject claims based on thorough analysis and in line with policy terms and conditions.
• Provide guidance and support to clients, policyholders, and beneficiaries on claimrelated inquiries

Qualifications:
• Bachelor's degree in any course. Medically aligned degrees have an advantage.
• At least 2-3 years of experience in end-to-end processing of claims, particularly in medical claims. Experience of claims in a BPO or insurance broker is an advantage.
• Preferably knowledgeable in life insurance lines or products (HMO, GLI, Personal Accident)
• Proficient in Microsoft Suite Applications (Excel, Outlook, Teams)
• Detail-oriented and good organizational skills
• Able to work onsite in Makati

Customer Service Officer – Health and Life Insurance (Makati)

Responsibilities:
• Handle member inquiries and requests related to HMO/insurance benefits, LOA/LOE/LOG processing, and provider coordination.
• Assist in resolving client complaints and healthcare-related concerns in a professional and timely manner.
• Support the Customer Service team in daily operations, including inbound calls and client interactions.
• Maintain accurate records of member and client communications in the system.
• Ensure compliance with company policies, Insurance Commission guidelines, and the Data Privacy Act.
• Participate in training programs and team meetings to continuously improve service quality.
• Collaborate with hospitals, clinics, and corporate clients to ensure smooth service delivery.

Qualifications:
• Bachelor's degree in any course. Medically aligned degrees have an advantage.
• 1–3 years of experience in customer service, preferably in HMO, health insurance, or healthcare account management.
• Basic understanding of HMO operations, member benefits, LOA/LOE/LOG workflows, and provider networks.
• Familiarity with local regulations such as Insurance Commission guidelines and Data Privacy Act is an advantage.
• Good communication skills in English and Filipino; professional and empathetic when handling client concerns.
• Proficient in MS Office (Excel, Word, PowerPoint)• Organized, detail-oriented, and able to work in a fast-paced environment.
• Willingness to work onsite in Makati.

Project Management Officer

Responsibilities:
• Lead project monitoring activities, ensuring milestones and deliverables are achieved on schedule.
• Coordinate with cross-functional teams and stakeholders to support project implementation.
• Track project risks, issues, and action plans, and recommend mitigation strategies.
• Prepare project status reports, dashboards, and presentations for management review.
• Support the development and improvement of project management processes and standards.
• Conduct data analysis to evaluate project performance and operational efficiency.
• Ensure compliance with approved project guidelines, policies, and timelines.

Qualifications:
• Bachelor’s degree in Business Administration, Engineering, Management, or related field
• At least 3-4 years of experience in project management, corporate planning, or strategy implementation.
• Strong knowledge of project management principles and methodologies.
• Excellent analytical, organizational, and problem-solving skills.
• Proficient in MS Office applications, particularly Excel and PowerPoint.
• Strong communication, coordination, and stakeholder management skills.
• Detail-oriented, strategic thinker, and able to manage multiple projects.
• Amenable to work onsite in Makati

Junior Accounting Officer

Responsibilities:
• Assist the Senior Accounting Officer in maintaining accurate and updated accounting schedules.
• Support the preparation of financial schedules and related reports.
• Prepare and process trade and non-trade payables with proper accounting entries and verification of transactions.
• Review and ensure completeness and accuracy of supporting documents in VRMs.
• Monitor and report corporate credit card transactions and reimbursement analysis.
• Prepare and file monthly BIR returns and ensure compliance with tax regulations.
• Assist in the preparation of physical inventory schedules and monitoring of Certificate of Creditable Tax Withheld at Source (BIR Form 2307).
• Update and maintain schedules of payables for funding purposes.

Qualifications:
• Graduate of BS Accountancy or any related course.
•At least 1–2 years of experience in finance and accounting.
• Knowledge of accounting practices, BIR regulations, and compliance requirements.
• Proficient in MS Excel and accounting-related documentation.
• Detail-oriented, organized, and analytical.
• Able to work collaboratively with internal teams and external agencies.
• Willing to work onsite in Makati

Business Development Manager (Motor & Non-motor) - General Insurance (Makati)

Responsibilities:
• Identify and pursue new business opportunities through prospecting, referrals, networking, and market research
• Develop and execute sales strategies to achieve new business and revenue targets
• Conduct client meetings, presentations, and needs assessments to recommend appropriate insurance solutions
• Prepare, present, and negotiate proposals with prospective clients
• Build and maintain strong relationships with corporate and commercial clients
• Coordinate with internal teams to ensure smooth client onboarding and account transition
• Maintain an accurate sales pipeline and prepare regular sales reports and forecasts
• Ensure compliance with company policies and insurance regulations

Qualifications:
• Bachelor's degree in Business Administration, Marketing, or related field
• At least 5 years of experience in business development within the insurance industry or brokerage
• Strong understanding of insurance products and market practices
• Excellent communication, presentation, negotiation, and relationship management skills
• Strategic thinker with a results-driven mindset
• Ability to work independently and manage multiple business opportunities
• Strong analytical and problem-solving skills
• Proficient in MS Office applications (Excel, Word, Outlook, Teams, PowerPoint) and Canva
• Amenable to work onsite in Makati

Junior Corporate Solution (Registered Nurse)

Responsibilities:
• Assist in organizing and executing wellness activities in the wellness catalogue
• Coordinate with providers and clients to ensure smooth delivery of services
• Monitor participation and engagement in wellness activities
• Gather feedback and assess the impact of wellness programs on employee health and well-being
• Assist in the preparation of HMO utilization reports and recommend wellness strategies based on findings
• Help develop educational materials such as infographics, articles, and presentations
• Collaborate with the team to create engaging and informative wellness campaigns
• Maintain documentation of wellness activities and utilization reports
• Assist in scheduling, logistics, and coordination of wellness activities
• Handle basic inquiries related to wellness services

Qualifications:
• Bachelor’s degree in Nursing or any related field; fresh graduates with strong internship experience are welcome
• At least 1 year of experience in corporate wellness, health education, or hospital setting
• Knowledge of health promotion and wellness programs; Canva/design tools is a plus
• Proficient in Microsoft Suite (Excel, Word, Outlook, Teams, PowerPoint)
• Strong communication, presentation, and organizational skills; detail-oriented and client-focused
• Willing to travel for onsite activities and attend virtual sessions beyond regular hours
• Amenable to work onsite in Makati

Admin Assistant cum Receptionist

Responsibilities:
• Greet and assist visitors, clients, and applicants in a professional manner
• Answer and direct phone calls, emails, and inquiries promptly
• Handle incoming and outgoing documents, parcels, and office correspondence
• Manage and monitor booking reservations for meeting and conference rooms
• Prepare and update weekly and monthly administrative reports
• Support daily office operations and administrative requirements
• Perform other clerical and administrative duties as assigned

Qualifications:
• A graduate of any 4-year course
• Fresh graduates are encouraged to apply; experience in customer service is an advantage
• Good oral and written communication skills
• Presentable, professional, and customer-oriented
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, Teams, PowerPoint)
• Ability to multitask, prioritize, and manage time effectively
• Amenable to work onsite in Makati