Insurance Customer Service Representative
W
WeAssistCommercial Insurance
Location: Philippines, 8 AM - 5 PM PSTFull-TimeMiddle
Salary$9,600 – $14,400 / year
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Job Details
- Required Skills
- Google WorkspaceCRM
Requirements
- Strong working knowledge of commercial insurance operations and workflows.
- Familiarity with insurance terminology and policy documentation.
- Excellent written and verbal communication skills.
- Strong attention to detail, organizational skills, and ability to prioritize tasks.
- Experience with commercial insurance CRMs (e.g., Veruna).
- Proficiency in G-Suite tools (Gmail, Google Drive, Docs, Sheets, Calendar).
- Experience using e-signature tools like DocuSign.
- High level of comfort using Apple products (Mac, iPhone, Numbers, Pages, iMessage) is strongly preferred.
- Must have a professional setup: stable internet, quality camera, and microphone.
Responsibilities
- Answer inbound calls and handle approximately 17-20 calls per day.
- Monitor and manage the shared service email inbox.
- Process policy changes, endorsements, and commercial auto policy updates in Veruna.
- Generate and send invoices via DocuSign and handle renewal tracking.
- Maintain organized logs of financial transactions and login credentials.
- Upload and organize policy documents into Veruna and Google Drive.
- Assist in the creation and maintenance of internal Standard Operating Procedures (SOPs).
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