Insurance Quote Coordinator

2 weeks ago


Quezon City, National Capital Region, Philippines Sourcefit Full time
Job Description

Position Summary:

As the Insurance Quote Coordinator, you will be an integral part of our insurance team. Your primary responsibility will be to support our client-facing operations through administrative excellence. You will prepare tailored insurance quotes, oversee the new business and renewal quoting processes, and handle various forms of client communications. The role demands a meticulous attention to detail, customer-centric mindset, and an unwavering commitment to professionalism. You will uphold our brand's ethos while proactively addressing client needs, managing schedules, and coordinating activities within the team.

Job Details:

Eastwood Libic, QC (On-site)

Monday to Friday | 9 PM to 6 AM Manila Time

*Following US Holidays

Responsibilities:

· Assist in the preparation of insurance quotes by meticulously inputting data into our proprietary quote system, generating options tailored for client presentations.

· Manage both renewal and new business quoting, adhering to distinct but similar processes for each.

· Utilize pre-defined email templates to respond promptly to incoming client and prospect communications, ensuring messages are clear, professional, and aligned with our brand.

· Monitor email inboxes proactively, prioritizing and addressing matters that require immediate attention.

· Follow our established quote process from initial intake to presentation preparation, ensuring that all necessary information is accurately captured and organized.

· Coordinate and schedule calls and appointments for the producer/business owner, maintaining a well-organized calendar and timely notifications.

Qualifications:

· At least 2 years of experience in a customer service or administrative role, ideally involving some form of data entry or internal coordination.

· Proficiency in English, with standout written and verbal communication skills.

· Familiarity with , Microsoft Teams, Outlook, or a willingness to learn.

· Proven ability to adapt to changing requirements and to meticulously follow established processes.

· A team player responsive to all team members.

· Strong attention to detail, coupled with the integrity to admit and correct mistakes when they occur.


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