INSURANCE ACCOUNT SPECIALIST(TAGUIG)
Gratitude Inc
QUALIFICATIONS
- College graduate with at least 12 months of BPO experience; OR
- Completed at least 2 years of college with a minimum of 18 months BPO experience.
- Required: Experience in Non-Life Insurance, particularly Property & Casualty (P&C).
- Experience handling Homeowners and Auto Insurance is highly preferred.
- Experience in insurance brokerage, agency, policy servicing, or carrier coordination is an advantage.
- Willing to work on-site in Taguig.
- Strong communication, analytical, and problem-solving skills.
- Comfortable handling high-volume calls and multiple stakeholders.
KEY RESPONSIBILITIES
Policy Servicing & Carrier Coordination
- Support policy servicing activities within an insurance brokerage or agency environment.
- Coordinate with insurance carriers regarding policy inquiries, endorsements, renewals, and updates.
- Process and issue policy endorsements using broker management systems such as AMS, Applied Epic, or similar platforms.
- Coordinate between clients, agents, and insurers to ensure accurate and timely information.
- Maintain accurate policy documentation while following regulatory and internal guidelines.
Billing, Premium & Receivables
- Resolve billing discrepancies, premium adjustments, and payment-related concerns.
- Handle premium collections, receivables inquiries, and account reconciliations.
- Address billing questions from insureds, agents, and carriers professionally and accurately.
- Maintain complete and compliant records and documentation.
High-Volume Communication & Call Handling
- Handle high-volume inbound and outbound calls with insureds, agents, and insurance carriers.
- Serve as a key point of contact for policy and billing concerns.
- Clearly explain policy changes, billing information, and required next steps.
- Meet service-level expectations in a fast-paced, customer-focused environment.
PRESCREENING DETAILS
Please provide the following:
- Years of BPO Experience:
- Years of Relevant Insurance Experience:
- Non-Life / P&C Insurance Experience:
- Home & Auto Insurance Experience:
- Educational Attainment:
- Salary Expectation:
- Last Drawn Salary:
- Notice Period:
- Availability for On-Site Setup:
- Current Location:
Interested candidates: Send your updated resume together with the completed prescreening details for evaluation and endorsement.
40000 - 45000 Php
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