Associate, Insurance Operations

Posted Yesterday
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Manila, Metro Manila, National Capital Region, PHL
Hybrid
Junior
Insurance • Financial Services
The Role
Drive insurance telesales operations by processing and following up on leads, managing car insurance renewals, contacting customers across phone, email, WhatsApp, and messaging platforms, and maximizing conversion and retention. Maintain customer records, conduct compliance screenings, prepare performance reports, respond to enquiries, and support Singapore insurance operations with administrative, reporting, coordination, and process-improvement tasks.
Summary Generated by Built In
About Us

MoneyHero Limited (NASDAQ: MNY) is a leading tech- and AI-powered personal finance aggregation and comparison platform that provides consumers with actionable insights to discover, compare, and choose the best financial products with confidence — bringing data intelligence and seamless digital access across insurance and banking solutions. The Company operates in Singapore, Hong Kong, Taiwan and the Philippines. MoneyHero had over 270 commercial partner relationships as at 31 March 2026, and had approximately 3.9 million Monthly Unique Users across its platform for the year ended 31 March 2026. 

The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.


About the Job

As the Associate, Insurance Operations, you will be the frontline driver of our telesales operations for the Insurance business, converting and retaining leads through proactive outreach. Alongside this core focus, you will provide ad-hoc operational support to our Singapore Insurance Telesales and Operations team, giving you exposure to a broader regional view of how our insurance business runs day to day. 

The Associate, Insurance Operations will be responsible for:Telesales Operations
  • Process and follow up on business leads from various sources for the Insurance team, with a primary focus on car insurance renewals
  • Manage and drive insurance renewal processes to meet service level agreements (SLAs), with emphasis on renewal retrieval and follow-ups
  • Proactively contact customers via phone, email, WhatsApp, and other instant messaging platforms to maximize conversion and retention
  • Manage manually retrieved renewal cases and follow up to secure renewals ahead of expiry
  • Monitor and respond to customer enquiries across calls, WhatsApp, and email, escalating where necessary
  • Extract and manage leads from internal systems to support renewal and promotional campaigns
  • Maintain accurate, up-to-date records of customer interactions and outcomes in internal systems
  • Conduct daily compliance screenings to ensure regulatory adherence
  • Generate daily, weekly, and monthly telesales performance reports for internal stakeholders
  • Maintain proper filing and organization of documents and correspondence
Insurance Operations Support (Ad hoc, Singapore)
  • Support the Singapore Insurance Operations team with day-to-day operational tasks as needed, helping ensure smooth service delivery to clients
  • Assist with administrative processes and documentation tied to operational policies and workflows
  • Help identify and flag operational gaps, inefficiencies, or bottlenecks for the SG team's review
  • Support ad-hoc data pulls, reporting, or coordination tasks across the Insurance Operations function
  • Liaise with SG-based stakeholders to ensure alignment on shared processes and priorities
In this role, we are looking for someone with:
  • 1–2 years of experience in telesales, customer service, or administrative support (insurance industry experience a plus)
  • Proficiency in MS Office (Excel, Outlook, Word)
  • Strong organizational, time management, and multitasking skills to manage high volumes of data and calls daily
  • Excellent verbal and written communication skills
  • High sense of urgency and ability to stay composed under pressure
  • Comfortable working across markets and coordinating with overseas (SG) stakeholders
  • Team player, proactive, and detail-oriented
Good to have:
  • Prior experience in telesales or insurance operations
  • Familiarity with CRM or lead management systems
  • Exposure to insurance products or regulatory compliance requirements

#MoneyMax #LI-RR1 #LI-Hybrid

What can you expect from us?
 
Impact: We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission.
Work: We have a team of over 350 talented individuals in 4 markets who are hyper passionate about building innovative financial solutions and making an impact on people’s lives.
Culture: We take our work seriously but don’t hesitate to keep things light. We can only create magic when we have a little bit of fun.
Thrive: We launched in 2014, and now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career.
Reputation: We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group
 
EEO Statement
MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics.
 
Important Information for Job Applicants
Recruitment fraud and fake job postings have become increasingly common and sophisticated. At MoneyHero Group, we are committed to maintaining a fair, transparent, and secure hiring process, and we take candidate trust and safety seriously.
Most legitimate opportunities at MoneyHero Group are published on our official careers portals, and our Talent Acquisition team will contact candidates only through authorized channels and official MoneyHero Group email addresses. For selected executive-level or confidential searches, we may partner with trusted recruitment firms, and candidates may be contacted by authorized recruitment partners engaged by MoneyHero Group.
MoneyHero Group will never request payment or ask candidates to share sensitive personal or financial information, such as banking details, during the recruitment process.
If you are contacted by someone claiming to represent MoneyHero Group and are unsure whether the communication is genuine, or if you receive a message about a MoneyHero Group opportunity that is not listed on our official careers portals, please contact us directly at [email protected] to verify.
 

Skills Required

  • 1-2 years of experience in telesales, customer service, or administrative support
  • Proficiency in Microsoft Excel, Outlook, and Word
  • Strong organizational, time management, and multitasking skills
  • Excellent verbal and written communication skills
  • Ability to manage high volumes of data and calls daily
  • High sense of urgency and ability to remain composed under pressure
  • Comfort working across markets and coordinating with overseas stakeholders
  • Team-oriented, proactive, and detail-oriented approach
  • Insurance industry experience
  • Prior experience in telesales or insurance operations
  • Familiarity with CRM or lead management systems
  • Exposure to insurance products or regulatory compliance requirements
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The Company
HQ: Hong Kong
296 Employees
Year Founded: 2013

What We Do

MoneyHero Limited (NASDAQ: MNY) is a market leader in the online personal finance and digital insurance aggregation and comparison sector in Greater Southeast Asia. The Company operates in Singapore, Hong Kong, Taiwan and the Philippines. Its brand portfolio includes B2C platforms MoneyHero, SingSaver, Money101, Moneymax and Seedly, as well as the B2B platform Creatory. The Company also retains an equity stake in Malaysian fintech company, Jirnexu Pte. Ltd., parent company of Jirnexu Sdn. Bhd., the operator of RinggitPlus, Malaysia’s largest operating B2C platform. MoneyHero currently manages 279 commercial partner relationships and services 8.1 million Monthly Unique Users across its platform for the six months ended June 30, 2024. The Company’s backers include Peter Thiel—co-founder of PayPal, Palantir Technologies, and the Founders Fund—and Hong Kong businessman, Richard Li, the founder and chairman of Pacific Century Group. To learn more about MoneyHero and how the innovative fintech company is driving APAC’s digital economy, please visit www.MoneyHeroGroup.com.

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