- Makati City, Metro Manila, Philippines
- Full-time · Mid
The Corporate Account Specialist is accountable for the end-to-end fulfilment and servicing of assigned group insurance accounts, with emphasis on complex, non-standard, high-risk, and time-sensitive transactions.
Responsibilities
- Own the end-to-end servicing of assigned corporate accounts, including member movements, beneficiary updates, coverage changes, policy reinstatement, Certificates of Insurance or Coverage, active-member records, No Evidence Limit letters, and Group Credit Life reconciliation.
- Assess complex or non-standard requests, identify policy, underwriting, billing, claims, compliance, or data implications, and determine the appropriate course of action within approved guidelines and delegated authority.
- Provide resolution to exceptions, discrepancies, ageing items, and escalated service issues; coordinate root-cause analysis, document decisions, and ensure closure within agreed service levels.
- Perform quality and risk checks on high-impact transactions and initiate corrective or preventive actions when control gaps are identified.
- Prepare and submit complex member underwriting cases, Letters of Authorization, reinsurance reports, concentration-risk reports, Annual New Premium or other required management and regulatory reports.
Requirements
- Bachelor's degree in business, insurance, finance, management, or a related field
- Nice to have: LOMA foundational or intermediate coursework