Insurance Customer Service Representative
New
M
Masters of InsuranceCommercial Insurance
Philippines, 8 AM - 5 PM PSTFull-TimeMiddle
Salary$9,600 - $14,400/yr
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Job Details
- Required Skills
- Customer serviceGoogle WorkspaceData entryCRM
Requirements
- Strong working knowledge of insurance operations, particularly in commercial lines.
- Familiarity with insurance terminology, policy documents, and servicing workflows.
- Excellent written and verbal communication skills.
- Strong attention to detail, organizational skills, and ability to prioritize tasks in a fast-paced environment.
- Experience or exposure to construction or contractor insurance.
- Ability to use Apple products (Mac, iPhone) and tools like Numbers, Pages, and iMessage.
- Proficiency in G-Suite (Gmail, Google Drive, Docs, Sheets, Calendar).
- Familiarity with CRM systems (e.g., Veruna) and e-signature tools like DocuSign.
- Professional remote work setup including clean background, quality camera, microphone, and strong internet.
Responsibilities
- Serve as the first point of contact by answering inbound calls on the agency's main line and making outbound follow-up calls.
- Monitor and manage the shared service inbox by triaging, flagging, and forwarding incoming emails.
- Draft and send welcome emails to new clients and assist with requests for Certificates of Insurance (COIs) and endorsements.
- Process policy changes, including updates to addresses, names, and business entities, and manage commercial auto policy vehicle schedules.
- Accept and process direct bill payments while maintaining accurate transaction logs in the CRM.
- Track upcoming renewals, upload renewal documents into Veruna and Google Drive, and communicate status updates to clients.
- Assist in the maintenance and refinement of internal Standard Operating Procedures (SOPs).
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