Office Technical Assistant

About the role

We are looking for an Office Technical Assistant to support our insurance team in Cebu. The role involves handling both internal and client‑facing tasks for accounts that have been bound, ensuring smooth processing of endorsements, binders, invoices and related documentation.

Key responsibilities

• Clear new business submissions internally.
• Prepare binders, invoices and policy delivery letters.
• Issue endorsements, both monetary and non‑monetary, and manage related invoicing.
• Organize and file bound policy documents.
• Pull files, address suspense items and assist with claim and loss‑run requests.
• Prepare renewal files by obtaining applications and loss runs, then draft renewal letters.
• Handle miscellaneous correspondence and other duties as assigned.

Required profile

• Basic understanding of insurance concepts, typically gained through specialized training or 1‑2 years of related experience.
• Strong verbal and written communication skills with attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Positive attitude and willingness to learn.

Required skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).