New Business Associate (Project Tester) | Contract | Insurance

About this role

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.
Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.
Jireli Gem Mejia Cabria | EA License No. 02C3423 | Personnel Registration No. R1434374
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