Total 10 finance banking insurance job vacancies in taguig metro manila

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

We are seeking an entry-level Insurance Verification Agent to work closely with our Insurance Billing team. This role primarily involves contacting insurance companies via phone to obtain essential benefits information for our Users.

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

• Work closely with our Insurance Billing team and our customer support team.
• Contact insurance companies exclusively through phone calls to verify patient insurance coverage and benefits.
• Collect and accurately record information related to insurance coverage, co-pays, and deductibles.
• Update patient accounts with verified insurance information to ensure proper billing and processing of their order.
• Communicate with insurance agents.
• Validate if the patient's needed service, can be serviced or not.
• Tag tickets.
• Tag orders in the system.

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…

• Strong English communication skills, both verbal and written.
• Excellent attention to detail and ability to collect accurate information.
• Availability to work daytime hours in either PST or EST, Monday to Friday.
• Proficient in phone-based communication.
• Basic computer skills and data entry proficiency.
• Prior insurance or DME experience is a plus, but not mandatory.
• Commitment to patient confidentiality and adherence to HIPAA guidelines.

Salary + Benefits

About Igloo 

Igloo (formerly Axinan) is the first full-stack insurtech firm to emerge from Singapore. With offices across Singapore, Indonesia, Thailand, the Philippines, Vietnam, Malaysia, China and India, Igloo is fueled by a mission of making insurance accessible and affordable for all. Igloo’s innovation solutions empower companies to eliminate operational risk, drive new revenue streams and optimize and enhance their existing products and services. With a successful Pre-Series C fund round of US$36 million in Dec 2023, Igloo has now raised over US$100 million. The leading regional insurtech firm looks to expand regionally with strategic acquisitions and hiring great talent. 

As a passionate team building meaningful solutions to make an impact, we are looking for like-minded individuals to join us at Igloo. At our core, we prioritize teamwork and foster a culture built on strong collaboration and we are looking for talented people like you.

About the role 

We are seeking an experienced Claims Specialist with a strong focus on Accuracy reporting and Client Management to join our dynamic team. As a Claims Specialist you will be working with the Brokerage Team and play a crucial role in providing reliable services to our partners and clients reinforcing Igloo's position as a leader in the insurtech industry and advancing our mission of making insurance accessible and affordable across diverse markets.

Job Responsibilities 

• Facilitate the swift and accurate processing of insurance claims, keeping clients' best interests in mind.
• Maintain detailed knowledge of our insurance products, applied claims procedures, and regulatory compliance matters.
•  Proactively manage relationships with clients, maintaining high standards of customer service to ensure client satisfaction and retention.
• Assess, validate, and negotiate claims on behalf of clients to ensure fair, prompt, and accurate settlement.
• Communicate effectively with all parties involved in the claim process, including clients, insurers, loss adjusters, solicitors, and other third parties.
• Leverage insurance expertise to provide clients with insights and guidance on claims procedures, potential payouts, and policy details.
• Maintain accurate records of all communication, ensuring all claim documentation is kept up-to-date and complies with policy conditions and legal requirements.
• Participate and assist in preparing for client meetings and reviews related to claims management.
• Keep abreast of industry developments, remaining informed of any changes to insurance regulations and best practices.

• Bachelor's degree or equivalent practical experience preferably from Accounting, Finance, or Business fields 
• 2 to 3 years of experience claims handling roles within an insurance environment.
• Prior experience working in a high-growth environment, ideally with a mix of experience in MNCs and start ups
• Critical thinking skills and growth mindset
• A self-starter with hands-on experience
• In-depth knowledge of insurance policies and claims handling processes.
• Excellent communication, negotiation, and relationship management skills.
• Proven ability to provide superb customer service under pressure while managing multiple tasks.
• Proficient in common computer applications, including Microsoft Office Suite.
• An insurance-related degree or professional certification is a plus.
• It's preferred, but not a strong necessity, to have a background in law or a similar field.

• Comprehensive Health Coverage: HMO coverage starting Day 1, with free coverage for up to 2 dependents.
• Financial Rewards: 13th-month pay to ensure fair and rewarding compensation.
• Career Growth Opportunities: Annual performance appraisal to recognize achievements and support professional development.
• Inclusive Work Environment: Be part of a dynamic team committed to innovation and collaboration.
• Leave Benefits: Competitive leave policies to support work-life balance.
• Continuous Learning: Opportunities to enhance skills through training and development programs.

WHAT IS YOUR ROLE

We are seeking an entry-level Insurance Verification Agent to work closely with our Insurance Billing team. This role primarily involves contacting insurance companies via phone to obtain essential benefits information for our Users.

WHAT WILL YOU DO

• Work closely with our Insurance Billing team and our customer support team.
• Contact insurance companies exclusively through phone calls to verify patient insurance coverage and benefits.
• Collect and accurately record information related to insurance coverage, co-pays, and deductibles.
• Update patient accounts with verified insurance information to ensure proper billing and processing of their order.
• Communicate with insurance agents.
• Validate if the patient's needed service, can be serviced or not.
• Tag tickets.
• Tag orders in the system.

YOU HAVE…

• Strong English communication skills, both verbal and written.
• Excellent attention to detail and ability to collect accurate information.
• Availability to work daytime hours in either PST or EST, Monday to Friday.
• Proficient in phone-based communication.
• Basic computer skills and data entry proficiency.
• Prior insurance or DME experience is a plus, but not mandatory.
• Commitment to patient confidentiality and adherence to HIPAA guidelines.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Health Insurance
• Training & Development
• HMO on-day-one
• Paid Bereavement & Family Leave
• Maternity Leave
• Paternity Leave
• Paid Holidays
• Paid Vacation Leave
• Paid Sick Leave
• Solo/Single Parent Leave
• Special Leave Benefits for Women
• Mental Health Support

About Octal Philippines Inc.:
We are looking for an experienced IT Manager with expertise in the banking industry to join our dedicated team.

The IT Manager will oversee the technology infrastructures and operations, ensuring they are well-aligned with the objectives of the banking industry. This role involves managing IT strategies, operations, budget allocations, and communication to ensure our technology supports our banking solutions effectively.

• Bachelor’s degree in Computer Science, Information Technology, or a related field.

• Minimum of 7 years of experience in IT management, specifically within the banking or financial services sector.

• Proven experience in managing IT infrastructure, networking, and security frameworks relevant to banking.

• Strong knowledge of banking applications, compliance requirements, and best practices in data security.

• Excellent leadership and team management skills, with a focus on mentoring and developing technology professionals.

• Strong verbal and written communication skills, with the ability to interact effectively with stakeholders at all levels.

• Proficiency in project management methodologies and experience in implementing banking technology projects.

• Ability to analyze complex business processes and recommend innovative solutions.

• Self-motivated, detail-oriented, and capable of working independently in a fast-paced environment.

• Allowances
• Health Insurance,
• Hospitalization Insurance

Position Overview:
A Car Insurance Customer Service Representative (CSR) is responsible for providing exceptional service to customers by addressing their inquiries, resolving issues, and assisting with car insurance policies. This role involves interacting with clients via phone, email, or chat, maintaining accurate records, and ensuring customer satisfaction.

Key Responsibilities:

1. Customer Support:
• Handle inbound and outbound calls to address customer inquiries regarding car insurance policies, coverage options, claims, and billing.
• Assist customers with policy changes, renewals, cancellations, and endorsements.
• Provide accurate information about car insurance products and services.
2. Claims Assistance:
• Guide customers through the claims process, ensuring they understand the required steps and documentation.
• Collaborate with claims adjusters and other team members to expedite claim resolution.
3. Policy Management:
• Process new policy applications, verify customer information, and issue insurance documents.
• Update customer accounts with accurate information, including address changes and payment details.
4. Problem Resolution:
• Address and resolve customer complaints or disputes effectively and efficiently.
• Escalate complex issues to supervisors or relevant departments when necessary.
5. Sales Support:
• Provide quotes for car insurance policies and offer cross-sell or up-sell opportunities.
• Explain discounts and savings options to customers.
6. Compliance:
• Ensure adherence to company policies, industry regulations, and state laws regarding car insurance.
• Maintain confidentiality and security of customer information.

Previous experience in customer service or the insurance industry preferred.

Excellent verbal and written communication skills.

Strong problem-solving abilities and attention to detail.

Qty : 3

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 3

About the Role:

We are seeking a detail-oriented IT Analyst (Project Finance) to join our team. This role focuses on managing financial aspects of IT projects, including budgeting, forecasting, and cost tracking. You will work closely with project managers, finance teams, and stakeholders to ensure accurate financial planning, reporting, and control throughout the project lifecycle.

Key Responsibilities:

Financial Planning and Budgeting

• Assist in preparing project budgets, ensuring alignment with organizational goals and available resources.
• Develop financial models to support project decision-making and resource allocation.
• Monitor budget performance, highlighting variances and providing actionable insights.

Cost Tracking and Reporting

• Track project expenditures, ensuring they remain within approved budgets.
• Prepare regular financial reports, dashboards, and forecasts for stakeholders.
• Ensure accurate allocation of costs to specific projects and programs.

Risk Management and Compliance

• Identify and mitigate financial risks associated with IT projects.
• Ensure compliance with financial policies, regulations, and standards.
• Support audits and financial reviews related to IT projects.

Collaboration and Stakeholder Engagement

• Work with project managers to understand financial needs and constraints.
• Partner with finance teams to align project financials with overall business objectives.
• Provide financial insights to stakeholders to support project planning and prioritization.

Process Improvement

• Identify opportunities to enhance financial management processes for IT projects.
• Support the implementation of tools and systems to improve cost tracking and reporting.

Qualifications and Skills:

• Education: Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.
• Experience:
• 3-5 years of experience in project finance, IT finance, or a related role.
• Familiarity with financial systems and software (e.g., SAP, Oracle Financials).
• Technical Skills:
• Strong analytical and financial modeling skills.
• Proficiency in tools such as Excel, Power BI, and project management software.
• Basic knowledge of IT project methodologies (e.g., Agile, Waterfall).
• Soft Skills:
• Excellent communication and presentation skills.
• Strong problem-solving and critical-thinking abilities.
• Ability to work collaboratively with cross-functional teams.
• Certifications (preferred):
• Certified Management Accountant (CMA).
• Project Management Professional (PMP).
• ITIL Foundation Certification.

We are seeking a highly skilled NetSuite Developer with strong coding and scripting abilities to join our finance systems team. This role involves the development, configuration, and support of our NetSuite ERP, including designing custom scripts, automations, and integrations to improve the system’s functionality for finance operations. The ideal candidate will work closely with the accounting, finance operations, and FP&A teams to provide technical expertise and support across multiple time zones. This position reports to the Finance Systems Team Lead.

Key Responsibilities:

• Develop and customize NetSuite scripts, workflows, and integrations to meet business needs.
• Provide technical support for NetSuite users, troubleshooting issues, and responding to user queries via Jira and email.
• Design and implement custom fields, records, and forms within NetSuite.
• Create and maintain saved searches, reports, and dashboards to enhance data visibility for end users.
• Automate key finance and accounting processes within NetSuite, streamlining workflows.
• Collaborate with finance and IT teams to integrate third-party systems and applications with NetSuite.
• Support system upgrades and implementations, including testing and debugging.
• Train and mentor end users on new features, functions, and system customizations.
• Document system customizations, technical processes, and best practices.
• Support special projects related to system enhancements, integrations, and process improvements.

As our Finance Leader for Philippines, you will be working closely with the management, in

charge of all aspects of financial management including corporate accounting, regulatory

compliance, financial & management reporting, budget and forecasts preparation, taxation, cash

flow management, internal controls as well as producing useful analytics, reports and insights

for operational & strategic business decisions.

Key Responsibilities

 Form close & trusting relationships with the management team and various functional

leads to monitor and assess financial results, identify areas of growth potential and

operating efficiency

 Drive & lead the financial planning & budgeting process, short term to long term plans

and Forecast

 Carry out Performance Analysis, Variance Analysis and Reporting

 Analyze and recommend process improvements

 Ensure accuracy and timeliness of various financial and management reporting and

analyses

 Responsible for full statutory & regulatory compliance

 Review contracts/RFPs/ Pitches for commercial/Financial clauses

 Carry out analyses and provide insights to facilitate business decision making and

effective business management

 Monitor Project Profitability and highlight variances with recommended actions

 Responsible for Cash flow management, ensure billing and collections and maintain

healthy cash flow position of the company

 Prepare & present business and finance related insights and information in leadership

meetings

 Drive change and implementation in systems & processes

 Lead, Delegate and develop the finance team

 Responsible for financial related initiatives and change management

Bachelor Degree, and Professional Accountancy Qualification – CA, CPA, ACCA,

 Minimum 10+ years of commercial, Business and finance controlling experience

 Possess strong knowledge of national and international accounting standards, national

statutory compliance requirements, national taxes and project accounting

 Experience working on an ERP system or SAP will be an added advantage.

 Self-Initiative, with high level of integrity

 Able to understand the business and be a finance advisor to the business leaders

 An effective, assertive business partner and a good team player.

 Able to pay attention to details yet maintaining broad perspective view of business

 A multi-tasker under a fast-paced environment.

 Excellent communication skills

For more details, please visit our website www.spacematrix.com

• Participate in all phases of the Microsoft Dynamics 365 for Finance ERP (“D365”) project life cycle including analysis, design, build, test, train, cutover, operations, and support.
• Conduct client workshops to define business requirements required for them to successfully implement the ERP solution.  Capture these requirements in Business Scenario Documents/ Functional Requirements Documents / User Stories per the requirements of the project.
• Writing design documents for any customizations and reports for D365. Ensure the design documents capture boundary conditions and include comprehensive test scenarios.
• Configure D365 for General Ledger, Accounts Payable, Accounts Receivable, Credit and Collections, Fixed Assets, Tax, Bank Management and Financial Reporting.
• Data mapping and import data into D365 using data entities.
• Do field mapping between D365 and other integrating systems.
• Perform testing including functional testing, integration testing and automated testing using the Regression suite automation test tool.
• Conduct training for D365 and associated systems to clients.
• Provide pre-go live and post go live support to clients.
• Write 1-2 D365 functional blogs articles per year on the Unify Dots blog.