Role Overview

Provide Administrative Assistance to the Underwriting Team
Build and maintain strong relationships with internal staff and external broker partners, ensuring exceptional customer service.
Collaborate with internal teams to provide effective technical and operational support while participating in internal projects as needed.
Provide general administrative support to the underwriting team while assisting broker partners as needed.
Manage aspects of the underwriting administration mailbox, promptly addressing and following up on inquiries professionally.
Process broker documents and maintain accurate file management.
Forward Certificates of Currency (C of C), policy schedules, and endorsement schedules in response to broker requests.
Process policy cancellations accurately and in a timely manner.
Process policy renewals accurately and in a timely manner.
Process broker closings accurately and in a timely manner.
Accurate and timely setup of new broker access requests.
Process broker/claimant requests for tax statements and claims histories.
Accurate and timely processing of debtor communications.
Identify and escalate potential risk issues to the appropriate business channels.
Acknowledge requests promptly and set clear expectations on next steps and timeframes.
Ensure all communication is professional, accurate and easy to comprehend.
Ad hoc administrative tasks as required.
Ability to grow and evolve into a broader underwriting and operations role across all products.
Assess incoming submissions and enquiries to determine priority, complexity and required handling.
Identify incomplete or unclear submissions from brokers and proactively seek required information.
Apply consistent triage standards to ensure fairness and efficiency.
Track and monitor progress to ensure timely outcomes and service level adherence.
Maintain visibility over the pipeline and follow up on outstanding items.
Ensure all required documentation and data are captured accurately in systems.
Deliver consistent, high-quality service aligned with agreed turnaround times.
Keep brokers informed with clear updates throughout the lifecycle of a request.
Resolve straightforward matters directly and escalate complex issues appropriately.
Handle service issues or complaints with professionalism and within established company protocols.
Work closely with underwriters and technical specialists to ensure smooth handovers.
Provide complete and well-documented referrals to reduce delay and rework.
Escalate urgent, complex, or out-of-scope matters in a timely manner.
Support team coordination and workload balancing where required.

Requirements

Bachelor's Degree in Business Administration, Finance, Economics, or related fields
Previous experience in insurance, underwriting support, or a customer service role is preferred
Good understanding of underwriting processes
Basic understanding of insurance products
Experience working with insurance platforms and/or email-based workflows and/or digital platforms
Clear and effective communication
Strong organisational and prioritisation skills
Process-driven mindset with strong attention to detail
Customer and service orientation
Ability to triage and make sound judgement calls
Collaboration and teamwork

Benefits

Flexibility: Work hybrid with options across Makati and Pampanga, aligned to day shift roles with Australian clients.
Workspaces that Work: Modern offices designed for focus, collaboration, and real productivity.
Coffee and After-Hours Drinks: Barista coffee on demand and a café bar to unwind after work.
Meals Covered: Complimentary meals once a week on your onsite day.
Health Coverage from Day One: Includes dependent options, so you’re covered from the start.
Competitive Compensation: Transparent salary packages with direct client involvement.
Career Growth: Ongoing training and real opportunities to step into bigger roles.
Recognised Workplace: Part of a team ranked 8th Best Workplace in the Philippines and recognised among Fortune Best Workplaces in Southeast Asia.
Supportive Team Environment: Work with people who are easy to work with, reliable, and invested in doing good work.
Global Exposure: Work directly with international clients and be part of how teams scale globally.

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Finance

Underwriting Administrator