Operational Support

2 weeks ago

Taytay, Calabarzon, Philippines Ventas Call Center Full time ₱250,000 - ₱350,000 per year

Role Purpose

Provide administrative and operational support to one of our clients in the insurance industry by maintaining accurate CRM data, tracking policies and commissions, and ensuring workflows in AgencyBloc are organized, consistent, and reliable. The goal is to improve efficiency, reduce attrition, and free up leadership time during the busy Open Enrollment season and beyond.

Key Responsibilities (Phase 1 – Immediate Focus)

· Enter existing and new policies into AgencyBloc CRM with complete and accurate data.

· Update policy statuses across multiple carriers in real time.

· Organize and standardize existing data in AgencyBloc to support retention and reporting.

· Assist with creating and documenting SOPs for CRM-related workflows.

Secondary Responsibilities (Phase 2 – Growth & Expansion)

· Support retention efforts with data management, follow-up tracking, and client status updates.

· Assist with scheduling, inbox management, or other low-leverage administrative tasks as assigned.

· Potential to grow into appointment setting/follow-up calls for sales campaigns once trust and training are established.

· Support accounting and commission reconciliation as processes are refined.

Skills & Experience Required

· Strong experience with CRM systems (AgencyBloc preferred, but not required).

· High attention to detail with data entry and recordkeeping.

· Ability to quickly learn new workflows and adapt to evolving processes.

· Strong organizational skills and comfort with documenting SOPs.

· Clear communication skills; capable of working closely with a U.S.-based team.

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