call centre bank insurance account

3 days ago

San Fernando, Central Luzon, Philippines Atoz-Rachel Motorcycle parts supply Full time $40,000 - $60,000 per year

Bank Insurance Account Representative (Work from Home)

Location: Cebu City (WFH Setup) Hybrid - Wed & Friday Work Onsite

Hiring Process: 100% Virtual

Employment Type: Full-Time

Department: Customer Service / Insurance Operations


Job Overview:

We are seeking highly motivated and customer-focused individuals to join our Bank Insurance Account team. As a remote representative, you will be the first point of contact for clients inquiring about bank-related insurance products, providing exceptional service and support. This is a work-from-home opportunity with a fully virtual hiring and onboarding process.


Key Responsibilities:
  • Handle inbound and outbound customer calls regarding insurance products linked to bank accounts (e.g. life, auto, credit, mortgage protection).
  • Provide accurate information about policies, claims, benefits, and premium details.
  • Assist clients in completing application forms and verifying account information.
  • Maintain up-to-date client records using secure CRM systems.
  • Ensure compliance with data protection, banking, and insurance regulations.
  • Identify cross-selling or upselling opportunities within the bounds of ethical selling practices.
  • Collaborate with underwriting, claims, and other internal teams for issue resolution.

Qualifications:
  • High school diploma or equivalent required; college degree preferred.
  • At least 1–2 years of experience in customer service, banking, or insurance.
  • Excellent communication skills (verbal and written).
  • Proficient with basic computer tools, CRM systems, and virtual collaboration platforms.
  • Ability to work independently in a remote environment.
  • Must have a quiet and secure workspace with a reliable internet connection.

Work from Home Setup Requirements:
  • Computer/laptop with updated OS and antivirus software.
  • High-speed internet (minimum 20 Mbps recommended).
  • Headset with noise-canceling microphone.
  • Webcam for virtual training and team meetings.
  • Backup power/internet preferred (not mandatory but ideal).

What We Offer:
  • Competitive salary plus performance-based incentives.
  • Paid training and equipment provided (if applicable).
  • Health, dental, and life insurance coverage.
  • Paid time off and government-mandated benefits.
  • Opportunities for career growth within the banking and insurance sectors.

Hiring Process: (Fully Virtual)
  1. Online Application & Resume Submission
  2. Initial Virtual Screening/HR Interview
  3. Online Assessment (Product knowledge, typing, communication)
  4. Final Interview with Hiring Manager
  5. Job Offer & Virtual Onboarding

Apply Now

Join a dynamic, remote-first team helping customers protect what matters most.

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