Responsibilities
- Support daily New Business Administration operations, including CDD clearance, free-look processing, counter-offer preparation, fund calls, and refund processing.
- Review and understand business requirements and functional specifications for system enhancements and projects.
- Conduct end-to-end User Acceptance Testing (UAT), including test execution, data entry, validation, and results verification.
- Identify, document, and track defects, working closely with Subject Matter Experts (SMEs) to ensure timely resolution.
- Perform pre-release and post-release validation for new products, workflow changes, and system enhancements.
- Coordinate and obtain sign-off from relevant stakeholders for system and product releases.
- Prepare user guides, training materials, and operational documentation for new systems and products.
- Collaborate with cross-functional teams including Operations, Risk & Compliance, Product, Marketing, Distribution, Finance, and IT.
- Support process improvement initiatives and contribute to operational excellence.
- Perform ad hoc administrative and project-related duties as assigned.
Requirements
- Diploma or Degree in Business, Finance, Insurance, or a related discipline.
- Minimum 1-3 years of experience in life insurance operations, New Business Administration, or a related function.
- Experience in User Acceptance Testing (UAT), system testing, or project implementation is good to have.
- Good understanding of life insurance new business processes and operational workflows.
- Excellent analytical, problem-solving, and organizational skills.
- High attention to detail with the ability to manage multiple priorities and meet deadlines.
- Proficient in Microsoft Excel; knowledge of other Microsoft Office applications.
- Ability to work independently while collaborating effectively within cross-functional teams.
- Self-motivated, proactive, and capable of delivering results with minimal supervision.
Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374
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