Client Services Officer – Personal Insurance
S
Skye WealthPersonal insurance
You are based in Cebu, Bacolod or Davao, PhilippinesContract
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- Exceptional verbal and written English communication skills.
- Required Skills
- SalesforceMicrosoft ExcelMicrosoft OfficeCustomer serviceData entry
Requirements
- Strong proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
- Exceptional verbal and written English communication skills.
- Ability to manage multiple deadlines in a fast-paced environment.
- High attention to detail in data entry and document review.
- A proactive ownership mindset and passion for customer service.
- Bachelor’s degree in Business, Finance, or a related field is a nice-to-have.
- Prior experience in Australian insurance administration or financial services is a nice-to-have.
- Experience with CRMs such as Xplan or Salesforce and virtual collaboration tools is a nice-to-have.
Responsibilities
- Drive end-to-end processing of personal insurance applications and follow up with providers.
- Respond to client and provider enquiries by phone and email as the primary point of contact.
- Maintain accurate client records and CRM updates.
- Ensure documentation meets Australian regulatory and company compliance standards.
- Support Senior Advisers by managing calendars and tracking task deadlines.
- Prepare client reports for Senior Advisers.
- Identify and suggest workflow optimizations to improve the client experience.
View Full Description & ApplyYou'll be redirected to the employer's site
