Administrator (Insurance Department)

2 days ago

Manila, National Capital Region, Philippines BLUE CHIP ADMIN SERVICES PTY LTD Full time ₱80,000 - ₱120,000 per year

Job Summary

Assists the team in preparing an insurance review for the clients by obtaining the required information by liaising with the clients and the insurance providers.

We are in a remote setup, but candidates
must live around Metro Manila, Philippines only
.

Interested applicants may submit your resume in

.

The objective of this Role

  • Providing frontline Customer Service to Policyholders, beneficiaries, agents, and internal customers via call/ chat/ email.
  • Providing outstanding customer service.
  • Ensuring client satisfaction while striving to meet service standards.
  • Identify client needs, forwarding and escalating inquiries to relevant individuals and departments.
  • Communicating effectively and professionally with both internal and external customers to resolve questions and issues.
  • Coordinate and call insurers and supers to inquire about the insurance part of the members.
  • Collaborating with management or other team members as appropriate to proactively address service issues and concerns.
  • Developing and maintaining a solid working knowledge of the insurance industry and all products, services, and processes performed by the team.
  • Maintaining and securing all client confidential information and details.

Regular Duties & Processes

  • Forward the first step process through email or text to a client who wants an insurance review.
  • Process payments and update clients for the application process.
  • Coordinate pre-assessment with underwriters.
  • Coordinate with client existing super/insurance.
  • Obtain and secure quotations and update super statement account.
  • Prepare quotations, comparison tables, and general advice for prospective clients.
  • Prepare an application for a client with preferred insurance.
  • Assist and update client application and policy status.
  • Forward welcome letter and a confirmation needed for full rollover.
  • Update client profile in Adviser logic - Basic info, Existing Insurance cover, Super and SMSF
  • Update the client with a reminder regarding dishonoured premiums.
  • Assist Clients with other requests (cancellation, alteration, and renewal)
  • Forward ESA to the clients requesting them.
  • Regular updates of the monitoring process in Excel or other platforms.

Skills and Qualifications

  • Excellent communication and interpersonal skills.
  • Strong customer service orientation with assertiveness and confidence.
  • Excellent reading and comprehension skills.
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail and organizational skills.
  • Ability to work independently and as part of a team.

Preferred Qualifications

  • Bachelor's degree in business or any related field.
  • Fresh graduates are encouraged for the position.
  • Could consider those with a background in the same or related industry.

Benefits:


• 25 days Leave Credits


• Medical Healthcare


• Electricity and Internet Incentive


• Remote or WFH

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