Operations Specialist – Insurance Brokerage

About the role

The Operations Specialist supports the day‑to‑day activities of an insurance brokerage, ensuring smooth client onboarding, accurate billing, timely renewals, and proper contract management. You will work closely with internal teams, clients, and insurer partners to maintain high standards of compliance and service.

Key responsibilities

• Review and validate KYC documents for new and renewing clients, coordinating with clients and internal teams to complete onboarding.
• Coordinate billing and collection processes, follow up on outstanding premiums, and reconcile receivables.
• Manage renewal cycles for retail accounts, send reminders, track pending items, and update renewal data.
• Support contract management by coordinating SLAs, MOAs, and other agreements with business units and insurers.
• Maintain accurate client records and operational data in internal systems.

Required profile

• Strong attention to detail and strict adherence to established procedures.
• Excellent coordination skills with internal teams, clients, and insurers.
• Ability to work beyond regular hours when necessary and to escalate issues promptly.

Required skills

What we offer

• Opportunity to grow within a leading pharmaceutical group’s subsidiary.
• Collaborative environment that values the Bayanihan spirit.