Job Description

We are looking for Insurance Service Agent to join a fast growing Insurance account in Taguig City. You will be responsible for delivering exceptional service to valued clients through effective communication, problem-solving skills, and customer profiling.

Key Responsibilities

• Assist with policy service tasks within an insurance brokerage or agency setting.
• Liaise with various insurance carriers regarding policy inquiries, endorsements, renewals, and updates.
• Process and issue policy endorsements utilizing broker management systems such as AMS, Applied Epic, or comparable platforms.
• Serve as a liaison among clients, agents, and insurers to facilitate accurate and timely communication.
• Ensure all policy documentation and servicing procedures adhere to regulatory requirements and internal policies.
• Identify and resolve billing discrepancies, premium adjustments, and payment issues.
• Manage premium collections, respond to receivables inquiries, and perform account reconciliations.
• Address billing-related questions from insureds, agents, and carriers with professionalism and precision.
• Maintain comprehensive records and documentation in accordance with industry regulations.
• Handle large volumes of inbound and outbound calls involving insureds, agents, and insurance carriers.
• Act as the main contact for coordinating policy and billing inquiries within a brokerage or agency environment.
• Clearly communicate policy changes, billing information, and subsequent steps to all stakeholders.
• Meet service level expectations in a dynamic, customer-focused workplace.

Requirements

• College graduate with at least 12 months of BPO experience; OR
• Completed at least 2 years in college with a 18 months BPO experience
• Solid background in insurance brokerage is required
• BPO insurance brokerage experience can be considered (preferably with tri-party call handling)
• Must be conversant in both spoken and written English
• Amenable to work fully on-site in Taguig
• Amenable to work on shifting schedule
• Can start ASAP

Benefits

• Free HMO
• Free Dependents
• Night Differential
• Program Incentives

Please note that this is contingent to the final company or account you'll be profiled to.