Remote Employee BPO has an outstanding opportunity for you!
Role: Insurance Sales and Claims Support
Compensation: Competitive Basic Salary
Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, Night Differential (If applicable).
Work Schedule: 5-day work week, 4:00 am. - 1:00 p.m. Philippine time
Work Setup: WFO or WFH
Summary
The individual supporting our team would be primarily responsible for providing customer service and administrative support in our insurance company. Manage policies and claims, handle enquiries, and ensure data accuracy.
Responsibilities
1. Client Support

• Handling client inquiries: Respond to phone calls and emails from clients regarding policy details, premiums, and claims.
• Scheduling appointments: Coordinate meetings between brokers and clients.
• Client file management: Organize and maintain client records, ensuring all information is up-to-date.
• Policy renewals and follow-ups: Track policy expiry dates and contact clients for renewals.
• Premium Arrears Management: Gently reminding clients on the arrears and maintaining a report.

2. Documentation & Data Entry

• Processing applications: Assist in completing and submitting insurance applications and forms for new policies, Statements of advice etc.
• Policy documentation: Prepare and distribute policy documents, disclosures, and contracts.
• Data entry: Input and update client information and policy details in the system.
• Compliance: Ensure all documents adhere to legal and regulatory requirements.

3. Claims Support

• Claim initiation: Help clients start the claims process by providing forms and instructions.
• Claim documentation: Collect and organize the necessary documents for claims processing, such as medical reports or financial statements.
• Liaison with insurance providers: Communicate with insurance companies to track claim progress and resolve any issues.

4. Office Management

• Managing broker schedules: Keep track of the brokers appointments and deadlines.
• Supply management: Maintain office supplies and coordinate equipment repairs or IT support.
• Financial admin tasks: Assist with invoicing, payments, and commission tracking for brokers.

5. Support in Underwriting

• Gathering additional documents: Work with clients to collect any extra information required by underwriters, like medical records or financial statements.
• Communicating with underwriters: Ensure any outstanding issues are addressed in a timely manner.

6. Sales Support: Maintaining pipeline, Booking meetings etc.
Qualifications:

• Bachelors Degree in any field
• minimum 2 years of relevant experience
• must have experience in Selling Insurance in NZ Market (Life and Non Life)
• must have experience in doing Claims and Underwriting Support
• must have experience in doing Customer Support
• Strong communication and presentation skills
• amenable to work in an early day shift schedule (4am/5am)

Job Types: Full-time, Permanent
Pay: Php30,000.00 per month
Benefits:

• Opportunities for promotion
• Pay raise
• Staff meals provided
• Work from home

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• 13th month salary

Experience:

• Claims Support: 1 year (Required)
• Sales: 1 year (Required)
• handling NZ Market: 2 years (Required)