Underwriting Coordinator
The Underwriting Coordinator supports the underwriting operations by managing incoming submission emails from broker partners, ensuring all required documents are provided, and coordinating with brokers to resolve any missing information. The role involves preparing complete submissions for Underwriter review using tools such as GDrive, carrier portals, and Salesforce. In addition to data entry and pre‑processing work, the associate provides daily customer service to brokers and policyholders, responding to requests for policy details, billing questions, and other account needs. This position requires strong attention to detail, efficient workflow management, and clear communication to maintain accuracy and support the overall underwriting process.
Roles & Responsibilities
- Data entry and reporting
- Document tracking & management
- Record updating in Salesforce (SFDC)
- Communication with brokers & internal teams
- Inbox management and work queue management
- Work prioritization and follow up
- Process documentation
- Adhere to all company policies and procedures, and local, state and federal laws and regulations
- Other duties as assigned
- Bachelor's degree in a related field
- At least 1 year of work experience, preferably with Salesforce (SFDC)
- Prior experience in insurance underwriting, data entry or administrative roles is preferred
- Exposure to US healthcare is an advantage
- Proficiency in Microsoft Office Suite and familiarity with Salesforce (SFDC) or other CRM systems
- Exceptional accuracy in data entry and document management
- Ability to manage multiple submissions simultaneously and meet deadlines
- Strong written and verbal communication skills for effective interaction with brokers and internal teams
- High attention to detail with a commitment to producing high‑quality work
- Typing speed of over 45 words per minute is preferred
- Willingness to learn new processes and adapt to changes in a fast‑paced environment
- Willingness to learn insurance operations, terminology and underwriting workflows
- Prior experience in insurance underwriting, data entry or administrative roles are preferred
- Willing to work in a hybrid work set-up in Makati City during US business hours
- Salary Package: up to 32,000 PHP
-------------
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, or any other characteristic protected by law.
Genfinity as an Equal Opportunity Employer, believes in each person’s potential, and we’ll help you achieve yours.
All information will be kept confidential according to EEO guidelines.
Privacy Notice & Consent
We value your privacy. By submitting your information through this form, you are applying for a position at Genfinity Philippines, Inc. and voluntarily providing personal information, including your name, contact details, and resume.
This information will be collected and processed solely for recruitment purposes, including evaluating your qualifications, assessing your skills, verifying your background, and contacting you about your application. Your personal data will be processed in accordance with the Data Privacy Act of 2012.
You have the right to access, correct, or withdraw your data at any time. For more information, please refer to our Privacy Policy or contact our Data Protection Team at dpo@genfinity.net .
By submitting this form, I acknowledge that I have read and understood the above Privacy Notice and hereby give my free, informed, and voluntary consent to the collection and processing of my personal information by Genfinity Philippines, Inc. for recruitment purposes.