Vault Outsourcing

Assistant Account Executive (data entry)

Vault Outsourcing  •  National Capital Region, PH (Onsite)  •  23 days ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Support Account Executives in managing new and existing insurance accounts, ensuring efficient processing, accurate documentation, and excellent client service.

Key Responsibilities

Assist Account Executives with:

  • New business accounts
  • Policy renewals
  • Quotations preparation
  • Claims management and follow-ups
  • Pre-renewal reports and documentation
  • Policy documentation and file audits (data accuracy)
  • Process transactions using iAnyware and Ebix/Sunrise systems
  • Generate and distribute reports
  • Respond to enquiries from clients and stakeholders
  • Liaise with underwriters and internal teams
  • Support invoicing and month-end requirements
  • Perform other administrative tasks as required

Qualifications

  • At least 2 years' relevant experience in insurance or administrative support
  • Proficient in Microsoft Word and Excel
  • Strong communication and interpersonal skills
  • Detail-oriented with strong organizational skills
  • Ability to work independently and as part of a team
  • Understanding of insurance regulations (FSRA, Privacy Legislation, Code of Practice)

Preferred

  • Experience with Ebix/Sunrise systems
  • ASIC RG146 (Tier 1 and/or Tier 2)
  • Allianz product training

What You'll Love

  • AU Dayshift schedule
  • Competitive salary package
  • HMO + paid time off
  • Supportive leadership that values your voice and expertise
  • Clear growth opportunities and skill development
  • A people-first culture built on trust, collaboration, and creativity
  • Fun engagement activities and a positive team environment
Vault Outsourcing

About Vault Outsourcing

We are the Outsourcing and Offshoring Specialists for Financial Services!

Each company is unique. One-size-fits-all approaches won’t help your business reach its full potential. We deliver custom solutions, tailored to your industry, your culture and your one-of-a-kind challenges. So, if you are preparing for growth, finding cost savings or need back-office support in today's expensive and competitive environment, we are here to help.

Our consultative approach allows for you and your business to grow at the rate that you desire. Whether that be slow and steady, with industry best practices, or with revolutionary policies that stimulate growth like a gazelle company, we can help!

If the back office is your headache, we can help. If growth is stale, we can help. If your growth is so fast that you can't keep up, we can help. Call us today to find out what we can do for you.

We are ISO 9001:2015 Quality Management Systems Certified, ISO 27001:2013 Information and Data Security Certified, Philippine Economic Zone Authority (PEZA) Accredited, and an Australian-New Zealand Chamber of Commerce Philippines (ANZCHAM) member.

To join the team - https://www.careers-page.com/vault-outsourcing-opc

To find out more info - www.vaultoutsourcing.com

Follow our socials for more updates:

Instagram: https://www.instagram.com/vaultoutsourcing/

YouTube: https://www.youtube.com/@vaultoutsourcing

Facebook: https://www.facebook.com/vaultoutsourcing/

Our Locations:

Vault Outsourcing – Head Office

7th Floor Yuchengco Tower, RCBC Plaza, 6819 Ayala Avenue, Makati 1227 Metro Manila, National Capital Region, Philippines

Vault Outsourcing – Alabang

23rd Floor, Insular Life Corporate Center Tower 2,

Insular Life Drive, Muntinlupa, 1781 Metro Manila

Vault Outsourcing – Singapore

Singapore Land Tower, Level 46,

50 Raffles Place, 04862

Vault Outsourcing – HQ

Suite 201, Level 2, 5 Blue Street, North Sydney, NSW 2060, Australia

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Makati, PH
Year Founded
2015
Website
vaultoutsourcing.com
Social Media