Data Entry Specialist (AU Client)

The role of the Insurance Administration Support Representative is to provide professional and timely administration to support managing a broad portfolio of clients. This role is not customer facing, and core objectives will include: PERSON SPECIFICATION Qualifications

• Preparing email mailers to send to clients on a monthly basis
• Setting up new clients in the system
• Processing new business quotes, endorsements, and claims
• Participate in insurance policy pre-renewal, renewal, and post-renewal activities including drafting quotations and creating renewal reports The above list is not exhaustive, and the role may change to meet the overall objectives of the company.
• The Renewal Process o Pre-renewal email (drafting) o Proposal form follow-up o Stamp duty exemption forms sending and follow-up o Electronic / Insurer quoting o Claims history follow-up o Drafting of Renewal reports o Following up Debtors o Premium Funding renewal o Follow-up Policy Schedule
• New Business o Adding the new client o Drafting the IAdviser slip (based on the existing broker schedule)
• Claims o Contacting insurers for updates on claims o Drafting email updates to clients o Following up on outstanding information o Following up final claim amounts
• General Admin o Filing to System o Certificate of Currency of Electronic System o Contacting the insurer for manual Certificate of Currency Other Duties Fulfil other duties as required by management and other department personnel as requested/required. Required qualities
• Professional approach.
• Ability to work under pressure.
• Outstanding organizational and time management skills.
• Excellent attention to detail.
• Demonstrated experience working with overseas clients/employers and comfortable in fully remote working arrangements.
• Priority is someone with knowledge in finance, and exposure to related business. Desired competencies
• Detail oriented
• Business awareness.
• Work Autonomously
• Analytical
• Open to feedback and genuine desire to learn
• Positive approach to change.
• [e.g. Degree level (desirable) or, Formal qualifications in XX are well regarded, or list certification or licenses required.] Experience
• [e.g. relevant commercial or practical experience, or specific experience with certain computer program ensure not to overlap with Knowledge or Other sections below.] Knowledge
• [Insert if specific knowledge (e.g. employment relations law) is required, if not relevant, delete this section.] Skills & competencies
• Communication: the ability to communicate clearly and concisely, adapting communication style depending upon the audience.
• Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
• Commerciality: ability to apply knowledge in a practical, commercial manner.
• Teamwork: willingness to assist and support others as required and get on with team members.
• Time management/organization: accomplish objectives effectively within the time frame given, and carry out administrative duties within the portfolio in an efficient and timely manner. Personal attributes
• Professional approach (essential).
• Confident manner (essential).
• Positive approach to change (essential). Other
• Microsoft Suite, i.e. MS Word, Excel and ESL Exams

• 8 hour shift

• 13th month salary

• Makati City (Required)

• Makati City: Relocate before starting work (Required)