Admin and Paraplanning Support (NZ Insurance) WFH

Deployed Philippines Inc.; Metro Manila; Remote; PHP 280,000 - 360,000; Full time

Benefits offered by this job

Leave entitlement

HMO

Life insurance on hire

Job summary

Deployed Philippines Inc. is seeking a client service professional to support insurance client communications, schedule appointments, and maintain CRM records. The role includes a formal paraplanning training track to prepare advice reports for advisers and ensure accurate documentation.

You will manage client anniversaries, arrears, and related paperwork with professional phone and email outreach, contributing to a smooth client experience in a supportive team within a BPO setting.

Responsibilities

• Monitor automated client anniversary system and action review reminders as they fall due.
• Phone clients who need an appointment and book them into the correct adviser’s calendar.
• Follow up clients who have not responded to automated reminders, by phone and email.
• Keep client records in our CRM accurate and up to date after every contact.
• Monitor arrears and missed-premium notices received from insurance providers.
• Contact affected clients promptly and professionally to help them resolve the missed payment and keep their cover in place.
• Update payment details or arrange reinstatement paperwork with the provider where required.
• Escalate to the client's adviser any case where cover is at risk of lapsing, or where the client wants to reduce or cancel their cover.
• Record every action taken on the client file.
• After you are settled in the client service work, we will train you to prepare advice reports (Statements of Advice) for our advisers. This covers: Personal risk insurance, life, trauma, TPD, income protection, and health insurance; Basic KiwiSaver planning and reporting; Preparing product research and quote comparisons across New Zealand insurance and KiwiSaver providers; Building reports from the adviser’s meeting notes and fact find, to Sprout's documented standard; Checking files for completeness and flagging any gaps or inconsistencies to the adviser before a report is finalise.

Job description

About Deployed

Deployed is an established BPO firm specialising in workforce solutions. We partner with a range of globally minded businesses, from start-ups to large corporations across a range of industries.

Our expert team of recruiters at Deployed will work closely with you to create a career change that challenges, motivates, and excites you. We take the time to understand your ambitions to ensure an effective job match and place you in a business where you'll perform your best. You'll be supported at every step to ensure success- from job searching and placement to a robust onboarding process to ongoing HR, office, and IT support. Deployed is committed to offering you holistic support at every step to ensure you succeed, have the best work experience and a rewarding career.

What You'll Do in the Role

Client anniversaries and annual reviews

• Monitor our automated client anniversary system and action review reminders as they fall due.

• Phone clients who need an appointment and book them into the correct adviser's calendar.

• Follow up clients who have not responded to automated reminders, by phone and email.

• Keep client records in our CRM accurate and up to date after every contact.

Client arrears (Missed premiums)

• Monitor arrears and missed-premium notices received from insurance providers.

• Contact affected clients promptly and professionally to help them resolve the missed payment and keep their cover in place.

• Update payment details or arrange reinstatement paperwork with the provider where required.

• Escalate to the client's adviser any case where cover is at risk of lapsing, or where the client wants to reduce or cancel their cover

• Record every action taken on the client file.

Paraplanning (Training provided)

After you are settled in the client service work, we will train you to prepare advice reports (Statements of Advice) for our advisers. This covers:

• Personal risk insurance: life, trauma, total and permanent disablement (TPD), income protection, and health insurance.

• Basic KiwiSaver planning and reporting.

• Preparing product research and quote comparisons across New Zealand insurance and KiwiSaver providers.

• Building reports from the adviser's meeting notes and fact find, to Sprout's documented standard.

• Checking files for completeness and flagging any gaps or inconsistencies to the adviser before a report is finalise.

Why you should join our team!

Leaves entitlement, HMO and life insurance upon hire!

Ready to take on the next challenge? If you’re looking for an organisation with outstanding career-development opportunities, amazing work-life culture, and comprehensive benefits crafted to support work-life harmony, you might be a perfect fit at Deployed!

At Deployed, we truly believe that our team is the core highlight of our brand. With our goal of being a top business partner for our global clients, we take it as a responsibility to build a diverse, inclusive, and growth-oriented work environment where employees of all backgrounds and lifestyles feel a sense of belonging, mutual respect, and kindness.