Insurance Operations Specialist | Policy Administration, Renewals
Pampanga
I am a detail-oriented professional with experience in data processing, commercial and personal lines insurance, policy administration, and customer service. As a Data Processing Representative, I handle insurance operations that require accuracy, organization, analytical thinking, and attention to detail. My experience includes policy verification, renewal comparison, premium balance monitoring, underwriting documentation review, cancellation notice processing, renewal offer preparation, DocuSign coordination, and quality assurance. I am committed to maintaining accurate records, identifying discrepancies, and supporting efficient insurance operations. As a Bachelor of Science in Information Technology (BSIT) student, I also bring technical knowledge, problem-solving skills, and adaptability. I hold a CompTIA ITF+ certification and an Insurance World certificate, reflecting my commitment to continuous learning and professional development. CORE SKILLS • Commercial and Personal Lines Insurance • Policy Verification and Administration • Renewal Comparison and Premium Analysis • Underwriting Documentation Review • Premium Balance Monitoring • Cancellation and Renewal Processing • Quality Assurance and Data Accuracy • Document Management and DocuSign Coordination • Customer Service and Communication • Problem-Solving, Organization, and Time Management SOFTWARE & TECHNICAL SKILLS • Microsoft Office – document preparation and spreadsheets • Google Workspace – document collaboration and file management • DocuSign – electronic document preparation and signature coordination • Java and HTML – basic programming knowledge • IT Fundamentals – computer systems and basic troubleshooting I am eager to apply my insurance experience, technical knowledge, and interpersonal skills to opportunities in underwriting support, insurance sales, and client service.
SwakBPO, full_time
Mar 2024 to Present
Manage the full lifecycle of insurance policy administration, from initial verification through renewal and cancellation. Review and compare existing policies with renewal offers to accurately identify and document changes in coverage,premiums, and terms. Monitor insureds' premium payments, identify outstanding balances, and prepare and distribute balance-due notices. Validate underwriting documents for completeness and compliance, proactively contacting insureds via email and text toresolve missing information. Prepare and send formal cancellation and renewal notices in accordance with established procedures and policyrequirements. Conduct regular audit and quality reviews to ensure data consistency and maintain accurate, organized policy records. Manage client authorization workflows through DocuSign, ensuring timely and accurate completion of documentation.