Corporate Risk & Broking Analyst
Taguig, Manila, PH
4d ago

The Role :

Property & Casualty Output team associates provide data & pre-placement client deliverable support to the retail offices and work along with offices to develop exposure workbooks, side-by-side document, submission document & final proposals

Policy Services Process requests from assigned business markets pertaining to the following sub-processes : Policy Checking, Audits, Endorsements, and triage related tasks.

Creatives team Identifying irregularities, providing analysis, creating visual references such as charts, graphs, and summaries for a number of Property and Casualty clients and / or assigned stakeholder(s) from specific business markets

Seamless communication flow between onshore business partners and the Manila Service Center. Regular interaction with Client Service Managers or Placement Specialists via call / email to ensure the activities are duly actioned within the expected SLAs.

To ensure proactive management of queries and steps taken to manage / follow up and conclude them.

If applicable : Ensure that you get certified as CISR (Certified Insurance Service Representative National Alliance training clearance) in-case chosen & on-boarded

Meet the Key Performance Indicator targets required for Policy Services

Support the delivery of the agreed upon service to the client(s). Provide operational / transactional support including, record keeping, transition processing, and managing other transactional-based services.

For transaction-based positions, work requests are typically not received directly from the client but rather through a predefined system or on a predefined schedule.

Interaction with the client may be limited to receiving data, e-mails or collecting predefined data. Responsible for upholding the Service Level Agreements (SLAs), tracking volumes, auditing transactions, and achieving a high level of client satisfaction.

Works closely with Client Relationship Managers or Operational Managers to resolve issues and identify opportunities for increasing the value of the service to the client(s).

Qualifications External

The Requirements :

Insurance Background & knowledge of Insurance related products

Prior experience in data interpretation, analytical or complex processes ( decision making to be done, work with highly variable work inputs, etc.)

Good working knowledge of Microsoft office is essential, particularly Word & Excel

Possesses a keen eye for detail

Good interpersonal skills / Excellent team player

Excellent written and verbal communication skills

Ability to follow through and deliver to expectations

Ability to work under pressure

Ability to adapt to a fast-changing work environment

Able to take on work challenges necessary to address business needs

Willing to work in Night Shifts as per North American hours

Educational Qualification : Graduates & Post Graduates.

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