CSR Insurance Brokerage | Taguig | Work On-Site

Gratitude Inc

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12 hours ago

CSR Insurance Brokerage | Taguig | Work On-Site

1-3 Year(s)

Manila (Taguig)

Job Description

Key Skills

Insurance backgroud in non-life focused on property and casualty insurance. home and auto loan type Policy Servicing & Carrier Coordination Billing, Premium & Receivables Management High‑Volume Communication & Call Handling

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College graduate with at least 12 months of BPO experience; or
Completed at least 2 years in college with a minimum of 18 months BPO experience
REQUIRED EXPERIENCE: Insurance background in non-life focused on property and casualty insurance. home and auto loan type
Work on site set up (Taguig)
Salary offer: confidential
Start date: Sept 1 and 22

Policy Servicing & Carrier Coordination

-Support policy servicing activities within an insurance brokerage or agency environment.
-Coordinate with multiple insurance carriers for policy inquiries, endorsements, renewals, and updates.
-Issue and process policy endorsements using broker management systems (e.g., AMS, Applied Epic, or similar).
-Act as an intermediary between clients, agents, and insurers, ensuring accurate and timely information exchange.
-Ensure all policy documentation and servicing processes comply with regulatory and internal guidelines.

-Billing, Premium & Receivables Management
-Manage and resolve billing discrepancies, premium adjustments, and payment‑related issues.
-Handle premium collections, receivables inquiries, and account reconciliations.
-Respond to billing‑related questions from insureds, agents, and carriers with accuracy and professionalism.
-Maintain detailed records and documentation in compliance with regulated industry standards.

-High‑Volume Communication & Call Handling
-Handle high‑volume inbound and outbound calls involving insureds, agents, and insurance carriers.
-Serve as the primary point of coordination for policy and billing inquiries in a brokerage or agency setting.
-Provide clear explanations of policy changes, billing details, and next steps to stakeholders.
-Maintain service level expectations in a fast‑paced, customer‑focused environment.

Role

Customer Service Executive

Timings

Day Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

ITES / BPO / Customer Service

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