Insurance Policy Servicing & Carrier Coordination Specialist
Gratitude IncInsurance Policy Servicing & Carrier Coordination Specialist
Job Description
Key Skills
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Insurance Policy Servicing & Carrier Coordination Specialist
Location: Taguig City, Philippines
Work Setup: Onsite
Salary: Up to PHP 45,000 maximum package
Start Dates: September 1 and September 22
Job Summary
We are looking for experienced Insurance/BPO professionals to support policy servicing, carrier coordination, billing, premium management, and customer communication within a non-life insurance environment.
The ideal candidate should have experience in Property & Casualty (P&C) insurance, particularly Home and Auto insurance, along with strong communication and customer service skills.
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 of BPO experience.
Required: Relevant experience in non-life insurance, particularly Property & Casualty (P&C).
Experience with Home and Auto insurance is preferred/required.
Strong verbal and written communication skills.
Ability to handle high-volume calls and work in a fast-paced environment.
Strong attention to detail and ability to manage multiple tasks.
Willing to work onsite in Taguig City.
Key Responsibilities
Policy Servicing & Carrier Coordination
Support policy servicing activities within an insurance brokerage or agency environment.
Coordinate with multiple insurance carriers regarding policy inquiries, endorsements, renewals, and updates.
Issue and process policy endorsements using broker management systems such as AMS, Applied Epic, or similar platforms.
Act as an intermediary between clients, agents, and insurance carriers.
Ensure accurate and timely exchange of policy-related information.
Maintain policy documentation in accordance with regulatory and internal guidelines.
Billing, Premium & Receivables Management
Manage and resolve billing discrepancies, premium adjustments, and payment-related concerns.
Handle premium collections and receivables inquiries.
Perform account reconciliation and follow up on outstanding items.
Respond to billing-related questions from insureds, agents, and carriers.
Maintain accurate records and documentation in accordance with regulated-industry standards.
High-Volume Communication & Call Handling
Handle high-volume inbound and outbound calls with insureds, agents, and insurance carriers.
Serve as a primary point of coordination for policy and billing inquiries.
Clearly explain policy changes, billing information, and required next steps.
Maintain service-level expectations in a fast-paced, customer-focused environment.
Provide professional and accurate assistance to all stakeholders.
Candidate Requirements
Strong background in Non-Life Insurance / Property & Casualty (P&C).
Experience with Home and Auto insurance is highly preferred.
Previous BPO experience is mandatory based on the education/experience criteria above.
Knowledge of insurance policy servicing, billing, endorsements, renewals, and carrier coordination.
Good communication and problem-solving skills.
Willingness to work in an onsite setup in Taguig.
Compensation & Work Setup
Salary: Up to PHP 45,000 maximum package
Location: Taguig City
Work Setup: Onsite
Start Dates: September 1 and September 22
Pre-Screening Questionnaire
Interested candidates are requested to provide the following information:
Years of BPO experience:
Years of relevant insurance experience:
Do you have experience in Non-Life / Property & Casualty (P&C) insurance?
Do you have experience handling Home and Auto insurance?
Do you have experience in Insurance Brokerage/Agency operations?
Do you have experience with policy servicing, endorsements, renewals, or carrier coordination?
What is your highest educational attainment?
What is your salary expectation?
What is your last drawn salary?
What is your notice period?
Are you available for an onsite setup in Taguig City?
Which start date are you available for: September 1 or September 22?
Current location:
Apply Now
Please complete the pre-screening questionnaire before submitting your application:
Questionnaire Link: https://myglit.com/lateral/cref/e4abf8a150
Walk-In Recruitment
Recruitment Hub: Taguig City
Address: 2nd Floor, Science Hub Tower 4, Campus Ave., McKinley Hill, Fort Bonifacio, Taguig City
Schedule: Monday–Friday, 10:00 AM–6:00 PM
Please bring:
Valid ID
Updated Resume
Pen
Role
Insurance Operations Officer
Timings
Day Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
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