Job Title: Insurance Operations Associate (Life & Annuity)
Key Responsibilities
- Customer & Agent Support: Assist international clients with coverage details, payment processing, policy updates, and annuity payout inquiries via phone, email, or chat.
- Inquiry Management: Address inbound calls, emails, or back-office queues regarding policy status, premium billing, cash surrender values, and annuity payouts.
- Claims & Financial Processing: Assist clients and agents with claims navigation, policy withdrawal forms, and loan requests while verifying document accuracy.
- System Documentation: Maintain precise, audit-ready records of all transaction history and client communications in CRM and administration databases.
- Operational Compliance: Adhere strictly to international insurance regulations, privacy standards, and internal quality metrics.
Qualifications
- Experience: Minimum 1 year of BPO or shared services experience supporting Life Insurance
- Domain Knowledge: Basic to solid understanding of Life Insurance products (Term, Whole, Universal Life) and Annuities.
- Technical & Analytical Skills: Strong computer literacy with the ability to navigate multiple systems simultaneously and review financial documents accurately.
- Communication Skills: Excellent written and verbal English communication skills with strong attention to detail.
- Work Schedule: Willingness to work night shifts or rotating hours aligned with international time zones.
Pay: Php30,000.00 - Php35,000.00 per month
Benefits:
- Additional leave
- Company events
- Health insurance
- Life insurance
Work Location: On the road