Processing Analyst

REASONS TO APPLY

• Hybrid work
• Dayshift with 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, Insurance, Underwriting 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.

KEY RESPONSIBILITIES

This role is responsible for ensuring that all movements are accurately accounted for, including but not limited to daily receipting, payments, and drawings. The role also includes data entry and processing of invoices for sending to clients.

• Handle daily client receipt processing (via file uploads or individual manual payments) by properly recording and matching them against policies in the system and bank statements
• Perform daily reconciliation of trust account movements to system transactions
• Process regular payments to insurers, authorized representatives, and client refunds
• Process income and GST drawings
• Handle month-end close and report running processes for multiple brokers
• Process and send invoices to clients
• Assist in gathering evidence and support for broking system audit
• Maintain and update documentation requirements (e.g. checklists, templates, manuals/procedures, process maps, KPI's, dashboards, etc.) of the end-to-end Broker Processing functions and all related supporting functions
• Assist on ad hoc deliverables and general queries as necessary

ESSENTIAL QUALITIES AND EXPERIENCE

The successful candidate should have a minimum of 1 year of experience gained in a professional services, financial institution, or insurance environment. Previous experience in Accounts Receivable/Payable function in the insurance industry or in client servicing will be an advantage.

• Experience working with INSIGHT, Winbeat, and other similar systems will be an edge
• Intermediate proficiency in Microsoft Excel
• High attention to detail and quality, fast learner and with the desire to understand business processes
• High aptitude in working with volumes of data
• Ability to effectively work with a team and others to meet timelines, objectives, and KPIs
• Readiness to take full responsibility and accountability for tasks assigned
• Excellent interpersonal and time management skills to liaison with onshore counterparts and various internal/external stakeholders
• Strong written and spoken English communication skills
• High level of motivation and commitment to high professional ethical standards and a diverse workplace
• Ability to work under time constraints in a fast-paced environment
• Excellent analytical, organization, and problem-solving skills
• Continuous process improvement mindset
• Ability to execute sets of agreed processes to ensure efficient, timely, and accurate information delivery

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

A competitive compensation and benefits package.

A vibrant, collegiate, inclusive culture that celebrates you.

We want to learn more about you, so click the link to apply.

You may also email [Confidential Information].