insurance associate

5 days ago

Naga, Bicol, Philippines Gateway Visa Solution Full time ₱15,000 - ₱30,000 per year
Job Description
  • Prepare, organize, and maintain insurance, client, and agent records.
  • Process insurance applications, renewals, endorsements, and cancellations.
  • Encode, update, and verify client and policy information in company systems.
  • Assist clients with inquiries regarding policies, benefits, and requirements.
  • Coordinate with clients and prospects regarding insurance product offerings.
  • Conduct or assist in product presentations to clients and prospects.
  • Support recruitment efforts by assisting in sourcing, onboarding, and documentation of new agents.
  • Provide administrative and logistical assistance in training sessions for agents.
  • Monitor policy renewals and payments, and help send reminders to clients.
  • Prepare reports on daily transactions, commissions, recruitment, and training.
  • Perform other related administrative and support tasks as assigned.
Qualifications
  • At least college-level or graduate preferred.
  • Experience in administrative, clerical, or insurance-related work is an advantage.
  • Knowledge of insurance products and processes is an asset.
  • Proficient in MS Office (Word, Excel) and basic computer applications.
  • Strong organizational skills with attention to detail.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to handle confidential information with integrity.

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