CBO Back Office Specialist

Responsibilities

• Review and validate fee calculations based on tariffs for each policy with high accuracy; prepare complete invoicing requests.
• Verify eligibility and calculations for bonuses and premium adjustments according to policy terms and coverage.
• Monitor calculation status and required approvals in coordination with commercial teams.
• Maintain and update customer and policy information in internal systems, ensuring documentation is complete, accurate, and traceable.
• Support audits and compliance reviews by organizing evidence, resolving missing items, and ensuring documentation consistency.
• Identify discrepancies, investigate root causes, and resolve issues using a structured, collaborative approach.
• Prepare routine operational reports and insights (quality, volume, aging, turnaround time).
• Serve as a reliable point of contact for internal stakeholders-especially Sales-by providing clear updates, next steps, and expectations.
• Communicate effectively in both written and verbal formats, adapting messaging to different audiences.
• Escalate risks early (missing information, compliance concerns, deadline risks) and propose actionable solutions.
• Contribute to continuous improvement by recommending process simplifications, checklists, and templates that reduce rework.
• Required Qualifications
• 1-3 years of experience in back-office operations, administration, or insurance operations; customer service exposure is a plus.
• Strong analytical mindset with the ability to identify root causes.
• Exceptional self‑validation and quality‑control skills; highly detail‑oriented.
• High accuracy in data entry; strong organizational and prioritization abilities.
• Proficiency in MS Office (especially Excel) and ability to learn internal systems quickly.
• Strong written and verbal communication skills; comfortable working with sales and cross‑functional teams.
• Basic English proficiency (advanced level is a plus).

Requirements

• Experience supporting finance, underwriting, claims, or policy administration workflows.
• Familiarity with process improvement practices (documenting steps, reducing rework, standardizing checklists).

Benefits

Additional Information

THE JOB CBO Back Office Specialist - Job Summary The CBO Back Office Specialist ensures the accurate, timely, and compliant processing of insurance policy operations by coordinating information, validating documentation, and partnering closely with internal teams (sales, finance, underwriting, claims, and compliance). This role is ideal for someone with a strong service mindset, analytical thinking, and exceptional attention to detail.

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