• Process management-Responsible for management and coordination of overall operations, SLA delivery across all processes, quality and general administration for a very key Insurance data process.

• Client interaction- Excellent Client Management, aiming at excellent Voice of Customer (VOC) scores.

• Manage conference calls/other communication with the client and build a rapport with key client contacts.

• Team Management and People Development -Lead & motivate a team of Support and Operation Leaders and ensure their development through direct coaching/feedback wherever required, Support Learning and development initiatives, Coaching and counselling, staff motivation retention programs. Effectively implement rewards/recognition, appraisal & Incentive programs. Create cross-functional teams to encourage team building.

• P and L accountability.• Farming, supporting new business initiatives.

• Internal co-ordination with Projects and EU’s to meet SLA standards.

• Transitioning support.

• Responsible for ensuring the infrastructure utilization is done keeping in view the business requirements/new process migrations.• Insurance knowledge preferred

Salary: P70,000 – P90,000 (Monthly Package)

Shift: Monday – Friday 9am – 6pm Eastern Daylight Time

What are we looking for?

Skills Required:

• At least 5 years of proven experience with WordPress and content management.
• Familiarity with the Keap CRM or other similar CRM tools for email creation.
• Experience with image creation and basic video editing.
• Familiarity with social media platforms and strategies.
• Experience with analytics tools and performance tracking.

What will you do?

• Content Posting and Management: Daily Article Posting - Upload and manage articles on the client website using WordPress. Ensure all posts are formatted correctly, tagged appropriately, and published on schedule.
• Email and Online Content Creation: HTML Email Creation - Create and format emails in HTML using the "Keap" tool, ensuring visually appealing and engaging content. Design and incorporate images to enhance content.
• Video Editing and Production: Assist in creating and editing video content for various platforms, contributing to the overall content strategy.
• Weekly Newswire Preparation: Create the newsletter to be reviewed and approved by The Wise Marketer management and manage its distribution.
• Weekly Newsletter Support: Support the creation of our weekly Newsletter, which is distributed every end of working week. Collect relevant content, draft the newsletter, and ensure timely delivery.
• Social Media Management: Plan and schedule social media posts across various platforms to ensure consistent and engaging content delivery.
• Analytics and Reporting: Analyze website and social media performance metrics to measure the effectiveness of content and campaigns. Prepare regular reports on key metrics and provide insights and recommendations for improvement.
• Content Optimization: Implement SEO best practices to ensure all content is optimized for search engines, improving visibility and organic traffic.
• LearnDash Administration: Administer the LearnDash – learning management system tool for the Loyalty Academy conferences and training programs, ensuring smooth operation and user support.
• Sales Process Management: Enquiry Response: Respond to website enquiries with follow-up information and manage prospects through the sales process.

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
•  Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA 

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

For a quarter century, Our Client has guided and served Loyalty Marketers and Loyalty Practitioners with the information, tools, resources, research, and insights they need to perform at a high level.  They are the most widely read source of news, insights, and research on all topics related to data-driven, customer-centric marketing. Deliver timely and unbiased perspectives to a global audience of marketing professionals.

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

The Software Engineer Level II is responsible for design, construction and unit testing of assigned components/modules. The candidate will collaborate with Business Analysts and SMEs to perform detailed requirement analysis. The candidate will provide production implementation and post-production support and be part of the US IT team.

• Analyze, design, develop methods, procedures to achieve optimal configuration of concurrent product baselines for company specific underwriting applications
• Ability to understand data modeling (conceptual, logical and physical) and database design concepts
• Support other development/QA staff with specific subject matter expertise
• Collect, track and report configuration management metrics and brief senior leadership on status of CM within the program
• Willingness to learn and work on SapiensPro configuration Tool.

The Software Engineer Level II is responsible for design, construction and unit testing of assigned components/modules. The candidate will collaborate with Business Analysts and SMEs to perform detailed requirement analysis. The candidate will provide production implementation and post-production support and be part of the US IT team.

• Analyze, design, develop methods, procedures to achieve optimal configuration of concurrent product baselines for company specific underwriting applications
• Ability to understand data modeling (conceptual, logical and physical) and database design concepts
• Support other development/QA staff with specific subject matter expertise
• Collect, track and report configuration management metrics and brief senior leadership on status of CM within the program
• Willingness to learn and work on SapiensPro configuration Tool.

The Statistical Reporting Data Analyst will be responsible for monitoring and interpreting various data sets to provide meaningful feedback for staff. This role involves significant data acquisition and management, statistical data analysis and report generation. Additional responsibilities include data quality assurance checks of internal scripts/formulas/logs as well as peer-to-peer review for data call and/or payments that are sent to Regulatory Entities.  The candidate will also be required to respond to ad hoc requests from staff.

• Monitor various exposure and claim data sets and work with Arch business units and support teams to improve data quality and avoid financial penalties, where possible.
• Compile data, create reports from various systems and send to staff for review and submission.
• Collect information from internal/external sources and distribute to staff.
• Perform data collection and analysis in support of ad-hoc and recurring requests by staff.
• Submission of certain financial reports.

Collaborate with internal staff to define data requirements, perform testing and post-implementation activities tied to ISO Revisions of the Auto and GL Lines of Business.

The Statistical Reporting Data Analyst will be responsible for monitoring and interpreting various data sets to provide meaningful feedback for staff. This role involves significant data acquisition and management, statistical data analysis and report generation. Additional responsibilities include data quality assurance checks of internal scripts/formulas/logs as well as peer-to-peer review for data call and/or payments that are sent to Regulatory Entities.  The candidate will also be required to respond to ad hoc requests from staff.

• Monitor various exposure and claim data sets and work with Arch business units and support teams to improve data quality and avoid financial penalties, where possible.
• Compile data, create reports from various systems and send to staff for review and submission.
• Collect information from internal/external sources and distribute to staff.
• Perform data collection and analysis in support of ad-hoc and recurring requests by staff.
• Submission of certain financial reports.

Collaborate with internal staff to define data requirements, perform testing and post-implementation activities tied to ISO Revisions of the Auto and GL Lines of Business.

As a Data/QA Engineer in our Enterprise Data department, you will be responsible for creating and managing automated tests to identify issues with the ETL process to ensure the quality of data in the Enterprise Data Warehouse.

The role involves working together with the onshore Enterprise Data team to decide on the required tests on the process, automate them through creating stored procedures, custom dbt tests and scheduling these as part of the ETL process which loads data from source into the EDW.

• Use dbt to build tests that ensures the ETL process is working as intended
• Automate the common manual testing done by the QA through creating macros in dbt
• Build and monitor automated system health checks
• Collaborate with Enterprise Data Engineers to investigate root cause of issues and suggest resolutions.
• Orchestrate data testing solutions using airflow
• Be able to support the team in doing releases

The finance analyst is responsible for collection, organization, interpretation, analysis, recording, documentation and dissemination of of simple to mid-complex financial data sets. The candidate will process and reconcile bank, accounts receivable, payables and general ledger related transactions with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast-paced environment. The candidate will provide support and be part of the UK Finance team and will report to the Bank Reconciliation and Accounts Payable manager in London.

• Reconcile weekly bank reconciliations for different currency bank accounts within Arch Insurance Europe including Arch Syndicate
• Input, record, process, balance and maintain receipts for Arch Insurance Europe companies.
• Prepare reinsurance reconciliation.
• Assist in quarter close process and annual audit.
• Work closely with the Credit Control department in respect of identifying receipts especially non-bureau receipts.
• Ensure accurate recording and maintenance of accounting transactions.
• Liaise with internal teams to investigate and analyze regarding any receipt queries and ensure timely clearing down of suspense/control clearing cash accounts.
• Execute daily operational activity and document management.
• Perform financial analysis, reconciliation and generate key reports.
• Perform daily validation processes to ensure accuracy and compliance .
• Perform simple to mid-complex financial analysis, reconciliations, generate reports.

The finance analyst is responsible for collection, organization, interpretation, analysis, recording, documentation and dissemination of of simple to mid-complex financial data sets. The candidate will process and reconcile bank, accounts receivable, payables and general ledger related transactions with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast-paced environment. The candidate will provide support and be part of the UK Finance team and will report to the Bank Reconciliation and Accounts Payable manager in London.

• Reconcile weekly bank reconciliations for different currency bank accounts within Arch Insurance Europe including Arch Syndicate
• Input, record, process, balance and maintain receipts for Arch Insurance Europe companies.
• Prepare reinsurance reconciliation.
• Assist in quarter close process and annual audit.
• Work closely with the Credit Control department in respect of identifying receipts especially non-bureau receipts.
• Ensure accurate recording and maintenance of accounting transactions.
• Liaise with internal teams to investigate and analyze regarding any receipt queries and ensure timely clearing down of suspense/control clearing cash accounts.
• Execute daily operational activity and document management.
• Perform financial analysis, reconciliation and generate key reports.
• Perform daily validation processes to ensure accuracy and compliance .
• Perform simple to mid-complex financial analysis, reconciliations, generate reports.

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

WHAT IS YOUR ROLE

As a Sr. customer Advocate, you will be responsible for interacting with customers to address inquiries and resolve complaints regarding the clients’ products and services, in this position, you will collaborate with internal and external teams in handling the needs of the customer to provide customer service in a timely and professional manner.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic, and Authentic.

WHAT WILL YOU DO

• You will interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• Ensure proper and timely escalation of issues to meet internal and external expectations.
• Identify opportunities and recommendations for continuous process improvement.
• You are expected to deliver service excellence and maximize customer satisfaction.
• Work with the external team to stay updated on product and service knowledge.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction

YOU HAVE…

• At least a bachelor’s degree in any field you’re passionate about!
• 3 years of customer service experience (may it be email, phone, or chat support).
• Basic knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications .
• Excellent reading comprehension, verbal, and written communication skills.
• Strong and effective phone contact handling skills.
• An ability to understand and communicate complex ideas to customers, both verbally and in written form.
• Knowledge and experience with Gorgias CRM is a plus.
• Aptitude to quickly learn and navigate new technology, systems, and applications.
• The ability to accept feedback gracefully and with an open mind.
• Intermediate understanding of common Customer Experience best practices.
• Customer orientation and ability to adapt/respond to different types of characters.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

WHAT IS YOUR ROLE 

As the Team Captain, you are responsible for the day-to-day management of your team. You will serve as a point of escalation for issues outside the authority of an agent. You will also be working with the Client Experience  Manager as well as the People Manager to identify growth and development opportunities for the team members. 

WHY DO WE WANT YOU 

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic. 

WHAT WILL YOU DO 

People Management 

• Identify growth and development opportunities for team members - coaching
• Monitor attendance and punctuality and other people issues of all team members and consistently escalate them to the HR department for proper disciplinary action as needed

Performance Quality Management 

• Monitor and assess team members’ performance, and provide timely feedback through regular coaching as well as through Weekly and Monthly performance reviews. 
• Ensure that team members are properly trained and working consistently to meet client needs.
•  Ensure that the team meets company and client-specific KPI targets. 

Logistics 

• Ensure that team members and equipment needs are met to sustain service levels. 
• Recommend/suggest relevant alternatives to the product or tool being used by the company. 

Internal Coordination 

• Work with the People Development Manager to make recommendations for their team member’s career path, and assist in making a comprehensive training plan for them. 
• Relay consistent issues to the Service Delivery Manager in a timely and efficient manner.
• Helps in culture building particularly in embracing our Core Values and practicing what a Boldr leader should be.
• Guide advisors and analysts to foster growth and development, best practices, and optimal morale in the organization.

External Communications 

• Be familiar with the client’s key contacts, unique requirements, and operating processes Implement policies related to the Client’s products.
• Contribute to the ongoing development of customer support and success processes.
• Demonstrate mastery of the company and Client’s offerings (i.e. its product and services).
• Understand, investigate, and solve any complex client requests or complaints; particularly when multiple departments or teams are involved.
• Identify opportunities for continuous improvement and additional client value, discussing directly with the Client Experience Manager.

WHAT WE’LL LIKE ABOUT YOU 

YOU ARE… 

• Curious and authentic, just like us! #beboldr 
• Passionate about learning and developing relationships with clients 
• Analytical and a problem-solver 
• Able to multitask and prioritize 
• Adaptable to change and attentive to detail 
• Able to work well in a team environment 
• Able to reduce frustration on heated topics by listening and being solutions-oriented 
• Fluent and articulate with strong writing and clear presentation abilities - persuasive but empathetic 
• Able to handle conflict and pressure, set priorities and abide by them, and consistently maintain a positive client service image under difficult conditions

YOU HAVE… 

• Three years of supervisory experience in a related field (especially email and chat support).
• A general understanding of content moderation. 
• Intermediate knowledge of CRM systems (i.e. Zendesk, Salesforce strongly preferred).
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications.
• Excellent verbal and written communication skills. 
• Ability to understand and communicate complex ideas to customers, both verbally and in written form.
•  Aptitude to quickly learn and navigate new technology, systems, and applications. 
• Ability to accept feedback gracefully and with an open mind.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage

Hi! We’re Smartsourcing, looking for an Accounting Associate who can work with us full-time and on-site!

Where?

Be a part of the Smartsourcing crew