Claims Intake Phone Specialist

*Role: Claims Intake Phone Specialist

Compensation: Competitive Basic Salary

Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, Night Differential (If applicable).

Work Schedule: 5-day work week, 9:00 p.m. 6:00 a.m. Philippine time

Work Setup: *WFO (San Fernando, Pampanga)****

Responsibilities:

• Handle inbound calls per day and distribute them to the appropriate queues.
• Ask targeted questions to identify the correct department for the caller.
• Manually enter data from documents (Word, PDF) into an Excel template.
• Data entry includes debtor details (name, address, tax ID, etc.) and debt information (account number, dates, amounts).
• Enter relevant data from multiple attachments into Excel.
• Add up various amounts from original documents when necessary.
• Reconcile Excel entries with original documents, confirming entry numbers, amounts, etc., as per procedures.
• Submit the final Excel sheet to the reviewer via email.
• Attach original documents in Salesforce, as needed.
• Save original documents in a shared network drive with proper naming conventions.
• Participate in department meetings and training sessions as requested.

Qualifications:

• Minimum high school diploma: 2 years of college preferred.
• Strong attention to detail.
• 99% accuracy in data entry.
• Basic knowledge of Microsoft Excel (sorting, formatting cells for dates/currency).
• Effective communication skills in English with internal staff.
• Strong email management and organizational skills.
• Ability to follow directions and work well in a team.
• Thrive in a fast-paced environment.
• Stay focused and organized under pressure.
• Clear communication skills, both with internal teams and clients.
• Ability to handle irate customers confidently.