Job Title: Customer Service Analyst (Life & Annuity)
Role Overview: Provides front-line support for international life insurance policyholders and annuity contract owners, handling policy updates, financial inquiries, and complex claims.
Key Responsibilities
- Customer & Agent Support: Assist international clients with coverage details, payment processing, policy updates, and annuity payout inquiries via phone, email, or chat.
- Claims & Payout Guidance: Guide clients step-by-step through life insurance claim submissions, death benefits, and annuity withdrawal setups.
- Account Analysis: Review policy details, calculate cash values/withdrawal limits, and resolve account discrepancies.
- Compliance: Maintain precise records while adhering to international privacy laws and insurance regulations.
- Issue Escalation: Work with underwriting and legal teams to resolve high-priority policy issues.
Qualifications
- Experience: 1+ years in an international Life Insurance and/or Annuities account; 1+ years in a BPO environment.
- Domain Knowledge: Strong understanding of Term, Whole, and Universal Life products, plus Annuity basics (riders, cash values, beneficiaries).
- Skills: Excellent written and spoken English with solid active listening and basic analytical abilities.
- Availability: Willing to work night shifts 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