Account Coordinator

Point Digital Finance, Inc.; Philippines; On-site; PHP 360,000 - 540,000; Full time

Benefits offered by this job

Competitive rewards

Healthcare from day one

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Team events

Job summary

MicroSourcing is hiring an Account Coordinator for onsite work at 1880 Eastwood Libis, Quezon City, night shift. You'll conduct 300+ outbound calls daily, field inbound inquiries, and educate homeowners on the product and application process.

The role emphasizes collaboration, process improvement, and data-driven dashboards, with a strong focus on timely customer support. We offer competitive rewards, healthcare from day one, paid time-off with cash conversion, life insurance, and performance

Qualifications

• 2+ years of customer service experience in financial services
• Bachelor's degree in business or a related field
• Strong business-to-consumer written and communication skills
• Experience with Google Suite, Slack, Salesforce

Responsibilities

• Make 300+ outbound dials per day to warm and recent prospects
• Field inbound calls, chats, text, or other customer communications
• Educate customers on product, application process, and pricing
• Respond to questions, concerns, and feedback
• Provide application status updates and underwriting support as needed
• Distribute leads among Account Managers and manage workflows
• Assist with onboarding and training shadow sessions

Skills

Customer service

Written communication

Verbal communication

Google Suite

Slack

Salesforce

Education

Bachelor's degree in business or related field

Tools

Google Suite

Slack

Salesforce

Job description

Discover your 100% YOU with MicroSourcing!

Position: Account Coordinator
Location: 1880 Eastwood Libis, Quezon City
Shift: Onsite | Nightshift

You'll Have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role:

• Develop a strong understanding of our culture, products, and processes
• 300+ outbound dials/day to warm and recent prospects; schedule calls with interested homeowners to talk with one of your Account Management colleagues
• Field inbound calls, chats, text, or other communication from customers in a timely fashion
• Educate customers on Point's product, the application process, and pricing
• Respond and support our homeowners in the following scenarios;
• Questions, concerns, and feedback
• Providing updates to the application status
• Underwriting requests
• Distributing leads among Account Managers
• Prioritize availability for homeowners to interact with Point and respond to inquiries.
• Assist with pilot programs and various initiatives to increase conversion.
• 80%+ of your time will be devoted to communication via phone and email.
• Collaborate with other stakeholders within the organization to help create workflows/SOPs/manuals for projects needed.
• Help facilitate new hire training by being a point of contact for shadowing sessions during the onboarding process.
• Fill in the necessary data for Team Dashboards daily/weekly/monthly.
• Audit and monitor Account Manager/Processor calls as a QA back-up.
• Lead/Facilitate AC Meetings as a back-up during Team Lead unavailability.

Qualifications:

• 2+ years of customer service experience in financial services
• Bachelor's degree in business or a related field
• Strong business-to-consumer written and communication skills
• Experience working with Google Suite, Slack, Salesforce

Preferred skills

• Experience working in a call center
• Demonstrated success in a customer-facing role
• Experience with a Mortgage or HELOC product

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

*Terms & conditions apply*

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