Insurance Service Representative

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeCustomerService Full time $9,600 - $14,400
Job Description:

We are seeking a skilled and detail-oriented Insurance Customer Service Representative to join our team. The successful candidate will be responsible for providing exceptional customer service, handling policy servicing and endorsements, billing and payments, renewal tracking, and data management.

Key Responsibilities:
  • Client Communication & Frontline Support:
    • Answer inbound calls on the agency's main line, handle approximately 17-20 phone calls per day, and monitor and manage the shared service inbox.
    • Triage, flag, and forward incoming emails appropriately, draft and send welcome emails to new clients, and retrieve and forward necessary documents from insurance carriers.
    • Respond to client requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance, ensuring accuracy and compliance.
  • Policy Servicing & Endorsements:
    • Process a wide range of policy changes, including updates to addresses, names, business entities, or ownership structures.
    • Submit, track, and follow up on endorsements and miscellaneous changes, working closely with carriers and internal stakeholders.
    • Request and issue required auto filings as needed for commercial clients.
  • Billing, Payments & Compliance:
    • Accept and process direct bill payments with the highest level of discretion, compliance, and data security.
    • Maintain accurate logs of all financial transactions in the CRM and related systems.
    • Generate and send invoices via email one to two times per week.
  • Renewal Tracking & Support:
    • Track and monitor upcoming renewals, particularly for direct bill or automatic policy renewals.
    • Record and update renewal details—including effective dates and premiums—into the CRM system.
    • Upload and organize renewal documents into Veruna and Google Drive.
  • Data Management & Documentation:
    • Collect and consolidate data from multiple insurance policies for processing and documentation.
    • Upload endorsements and supporting documents into Veruna and Google Drive with precision and consistency.
    • Regularly clean up and organize folders by archiving outdated certificates and ensuring file structures are up to date.

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