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Customer Service Associate and Analyst Roles - Insurance Account (Alabang)

Insurance Operations Associate | Full time | Experience: 0-2 years
Job n. R00333674 | Multiple Locations
Candidati ora

JOB DESCRIPTION:

  • Review completeness and compliance of all documents received.
  • Verify accuracy of agent and license information.
  • Analyze information to determine proper handling of work.
  • Encode agent, license and commission information in the system accurately.
  • Update existing agent record in the system, if needed.
  • Create and post correspondences, if needed.
  • Identify the next process based on the workflow and create necessary transactions.
  • Performs other task that may be assigned from time to time by Team Leader, Manager, Director.

SKILLS AND QUALIFICATIONS:

Associate Role

  • Open to college graduates and undergraduate who have completed at least 2nd year

  • Must have 1 year of experience in financial/healthcare/retirement/insurance accounts

  • Proficient in Microsoft applications
  • Must be willing to work full time onsite in Muntinlupa, Alabang
  • Must be flexible with shifts
  • Ability to adhere to current performance tool that team uses
  • Coachable - Seeks out and accepts feedback to improve personal performance

Analyst Role

  • Open to college graduates and undergraduate who have completed at least 2nd year

  • Must have 2 years experience in retirement/insurance accounts

  • Proficient in Microsoft applications
  • Must be willing to work full time onsite in Muntinlupa, Alabang
  • Must be flexible with shifts
  • Ability to adhere to current performance tool that team uses
  • Coachable - Seeks out and accepts feedback to improve personal performance

#LI-PH

Muntinlupa

Quezon City

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