What is your mission? 

You will provide the best service to our partner brands by performing these tasks: 

• Identify and report issues and opportunities for improvement related to processes and procedures.
• Develop and maintain documentation related to Renewal processes, including reports, metrics, and improvement plans.
• Participate in meetings as needed.
• Review client data and prepare accurate and timely quotations.
• Coordinate with renewal team to understand client requirements and address any discrepancies.
• Track and manage multiple quotations simultaneously.
• Submit sold cases to external customers.
• Process case submissions in the quoting system.
• Send out Broker Confirmation and follow-ups
• Stay updated on industry standards and regulations related to US healthcare and health policy renewal.
• Supporting and sustaining a positive work environment that fosters team performance through own work and behavior.
• Performing special tasks and assignments as needed.

Who are we looking for?

• At least 1 year of experience in data entry and analysis.
• Prior experience in US health insurance or customer service is a plus.
• Strong attention to detail with a focus on continuous improvement and problem-solving.
• Excellent organizational and planning skills, with the ability to manage multiple tasks effectively.
• Proficient in Microsoft Office (Word, Excel, Teams, Outlook).
• Strong interpersonal skills, with the ability to collaborate with individuals and teams across all organizational levels.
• Able to work independently and as part of a team.
• Ability to handle sensitive information with confidentiality.
• Good communication skills.
• Open to handling special tasks as needed, even if outside the primary role.
• Willing to work on Philippine holidays and on-site.