An execution-focused role responsible for keeping Igloo operational cycles running accurately and on time. The work spans policy and after-sales operations, reconciliation and reporting, distribution program support, and process maintenance — with a strong routine component. The right person is organized, reliable, and takes ownership of recurring tasks.Key Responsibilities1 Policy & After-sales OperationsTrack policy issuance status per transaction; follow up with insurers on delays or failures.Verify policy documents are delivered to customers (email/SMS) within agreed timelines; resolve failed or pending deliveries and coordinate reissuance.Track endorsements, cancellations, and renewals; follow up with insurers on processing status.Coordinate document exchange with insurers and distribution partners across the policy lifecycle.Log post-purchase customer issues and coordinate resolution with the relevant insurer.2 Reconciliation, Reporting & Data QualityRun monthly reconciliations across insurer and partner data; reconcile commission and fee statements against policy records.Collect source data ahead of each cycle and follow up on missing inputs.Prepare recurring business and after-sales reports (issuance rates, delivery success, KPIs, open exceptions); distribute once cleared by the manager.Log, categorize, and track operational issues and discrepancies through to resolution; escalate to the manager with a clear summary when unresolved.Run QA checks on system output and log issues for the tech team.Maintain report and reconciliation archives with version control.3 Distribution Program OperationsCoordinate partner and seller onboarding schedules; maintain the onboarding tracker.Run outreach and pitching to distribution partners as directed.Prepare training materials, decks, and session logistics for onboarding runs.Compile program performance data and prepare the standard report.Translate program materials English to Thai; maintain translation glossary.4 Process & CoordinationFollow established SOPs for all recurring tasks; flag deviations to the manager.Update SOPs and maintain the SOP library when processes change.Maintain team and project task trackers; coordinate handoffs and flag delays proactively.Support UAT runs and improvement testing as needed.Assist with onboarding new team members on operational processes.Requirements1–3 years of experience in insurance operations, policy administration, or a related role.Solid understanding of insurance broker or agency workflows — policy lifecycle, after-sales, reconciliation.Solid Excel or Google Sheets skills — reconciliation, data aggregation, templates.Detail-oriented, organized, and comfortable with high-volume routine work.Experience with non-life or life insurance products in the Thai market.Exposure to digital distribution channels or InsurTech platforms.
An execution-focused role responsible for keeping Igloo operational cycles running accurately and on time. The work spans policy and after-sales operations, reconciliation and reporting, distribution program support, and process maintenance — with a strong routine component. The right person is organized, reliable, and takes ownership of recurring tasks.
Key Responsibilities
1 Policy & After-sales Operations
- Track policy issuance status per transaction; follow up with insurers on delays or failures.
- Verify policy documents are delivered to customers (email/SMS) within agreed timelines; resolve failed or pending deliveries and coordinate reissuance.
- Track endorsements, cancellations, and renewals; follow up with insurers on processing status.
- Coordinate document exchange with insurers and distribution partners across the policy lifecycle.
- Log post-purchase customer issues and coordinate resolution with the relevant insurer.
2 Reconciliation, Reporting & Data Quality
- Run monthly reconciliations across insurer and partner data; reconcile commission and fee statements against policy records.
- Collect source data ahead of each cycle and follow up on missing inputs.
- Prepare recurring business and after-sales reports (issuance rates, delivery success, KPIs, open exceptions); distribute once cleared by the manager.
- Log, categorize, and track operational issues and discrepancies through to resolution; escalate to the manager with a clear summary when unresolved.
- Run QA checks on system output and log issues for the tech team.
- Maintain report and reconciliation archives with version control.
3 Distribution Program Operations
- Coordinate partner and seller onboarding schedules; maintain the onboarding tracker.
- Run outreach and pitching to distribution partners as directed.
- Prepare training materials, decks, and session logistics for onboarding runs.
- Compile program performance data and prepare the standard report.
- Translate program materials English to Thai; maintain translation glossary.
4 Process & Coordination
- Follow established SOPs for all recurring tasks; flag deviations to the manager.
- Update SOPs and maintain the SOP library when processes change.
- Maintain team and project task trackers; coordinate handoffs and flag delays proactively.
- Support UAT runs and improvement testing as needed.
- Assist with onboarding new team members on operational processes.
Requirements
- 1–3 years of experience in insurance operations, policy administration, or a related role.
- Solid understanding of insurance broker or agency workflows — policy lifecycle, after-sales, reconciliation.
- Solid Excel or Google Sheets skills — reconciliation, data aggregation, templates.
- Detail-oriented, organized, and comfortable with high-volume routine work.
- Experience with non-life or life insurance products in the Thai market.
- Exposure to digital distribution channels or InsurTech platforms.
