REASONS TO JOIN US
- Hybrid work
- Day shift and fixed weekends off
- Work-life balance
- Empowering work environment and culture
- Competitive salary and benefits
- Supportive, collaborative teams across functions
ABOUT US
Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with growing operations in Asia, Europe, and the US.
Based in Bonifacio Global City Taguig, Steadfast Shared Services in the Philippines is expanding its Finance and Technologies teams.
We are proud of our diverse mix of people and skills, coming together across multiple businesses to support our broker network and create next-generation thinking, systems, and technologies that will drive the insurance sector forward. Ours is an exciting, progressive organization where you can build a meaningful professional career alongside some of the brightest people in the insurance industry.
ABOUT THE ROLE
The Operational Consultant handles the completion of policy bookings and dispatch of policy documentation and risk management reports. The consultant is also expected to handle the following:
- Initiate system corrections such as reversal and re-raise.
- Set up new customers and quotations in policy management system.
- Handle the administration of new broker accounts.
- Perform various reporting tasks for the underwriting team.
- Process underwriting transactions including, but not limited to, endorsements, new business/renewal quotes data entry, lapses/cancellations, and customer requests.
- Support customers in answering written general policy queries and escalate customer queries via email as necessary.
- Upon demonstrating proficiency and capability, gradually assume responsibility for handling customer phone calls, including routine inquiries and basic information requests, directing calls to appropriate departments, or helping during peak times or in the absence of key staff members.
- Provide timely response to broker enquiries as received in writing.
- Assist in renewal amendments including alteration to auto renewals, within delegated authority limits.
- Ensure all activities are carried out in compliance with relevant statutory and industry requirements and codes.
- Provide inputs to refine or improve standardized processes to ensure efficient, timely, and accurate process delivery.
- Update necessary documentation (e.g., checklists, templates, process maps, manuals) for all functions in accordance with the agreed scope of services.
- Proactively engage and assist to deliver, execute, and implement various standardization, centralization, and continuous improvement projects and initiatives aligned with key priorities.
- Other ad hoc and/or required deliverables.
ABOUT YOU
- Bachelor's degree in a relevant field of study.
- Minimum of 12 months experience in customer service support in an insurance, financial services, or business process outsourcing environment. Prior experience in shared service operations and with offshore teams will be an advantage.
- High attention to detail and following processes.
- Strong customer focus and drive.
- Strong computer and numeracy skills, with the ability to quickly learn new systems.
- Committed and highly keen to progress both in career and role.
- Eager to take full responsibility and accountability for tasks assigned. Ability to work with a high performing team in meeting goals/objectives, timelines and goals, a strong team player.
- Excellent interpersonal, verbal, and written communication skills.
- Proficient in Microsoft Office.
KEY ATTRIBUTES
- Detail-oriented: Ensures accuracy and efficiency in all processes, with meticulous attention to detail.
- Proactive Problem Solver: Identifies and implements process improvements to streamline operations and enhance efficiency.
- Collaborative Team Player: Contributes positively to the team's culture and works effectively with others to achieve shared goals.
- Agile & Adaptable: Maintains flexibility within a structured work environment, responding effectively to changing priorities and ad hoc requests.
- Underwriting-focused: This person prioritizes the needs of the underwriting team as the primary customer, providing exceptional service and support.
- Eager Learner: Demonstrates a willingness to learn and grow in the field of personal insurance.
WHAT TO EXPECT
We offer you exciting benefits to support you in your professional and personal journey:
- Flexible work arrangements to help you balance work and personal responsibilities.
- Career development opportunities through technical and leadership programs.
- Life, disability, and travel insurance, plus access to other discounted insurance options.
- A competitive compensation and benefits package.
- A vibrant, collegiate, inclusive culture that celebrates you.
We are always on the look-out for great talent, and you just might be who we're looking for.
We want to learn more about you, so click the link to apply. You may also email [Confidential Information].
