Client Service Officer (Insurance) | Hybrid

Intogreat Solutions; Quezon City; Hybrid; PHP 312,000 - 469,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Intogreat Solutions in Metro Manila, Philippines is hiring a Client Service Officer (Insurance) on a hybrid arrangement in Eastwood Avenue, Quezon City. The role focuses on resolving enquiries, processing applications, and ensuring timely follow-up while maintaining compliance with regulations.

The position emphasizes accuracy, adherence to SLAs, and a strong understanding of regulatory requirements to provide accurate information without giving advice.

Qualifications

• Experience in a client service or contact centre environment.
• Ability to manage enquiries end-to-end across phone and email channels.
• Professional, accurate documentation and adherence to SLAs.

Responsibilities

• Resolve client enquiries at first point of contact where possible, taking full ownership through to completion (email and phone).
• Proactively follow up outstanding items within required timeframes to ensure timely resolution.
• Retain existing clients through proactive, clear and effective communication.
• Process manual applications, ensuring accuracy and within SLA timeframes.
• Deliver all client interactions within required service levels and turnaround timeframes.
• Adhere strictly to documented processes, training guides and quality standards.
• Maintain accurate and complete records across all systems.
• Maintain a comprehensive understanding of relevant products, processes, and regulatory requirements to provide accurate and compliant information to clients.
• Identify and elevate potential business or compliance risks appropriately.
• Ensure all client interactions provide accurate and complete information without offering any advice or recommendation to the client.
• Contribute to team performance by meeting individual productivity and quality benchmarks

Skills

First contact resolution

End-to-end enquiry handling

Organisational skills

Attention to detail

Written and verbal communication

Compliance awareness

Job description

Client Service Officer (Insurance) | Hybrid Eastwood Avenue, Quezon City, Metro Manila, Philippines 1 - 3 Years Probationary

Job Description

Job Summary:

Provide excellent client service by resolving enquiries, processing applications accurately, andensuring timely follow-up. Maintain compliance with processes and regulations while contributing toteam performance through quality and productivity.

Job Responsibilities:

• Resolve client enquiries at first point of contact where possible, taking full ownership through tocompletion (email and phone)
• Proactively follow up outstanding items (including client, underwriter and internal requests)within required timeframes to ensure timely resolution.
• Retain existing clients through proactive, clear and effective communication.
• Process manual applications, ensuring accuracy and within SLA timeframes.
• Deliver all client interactions within required service levels and turnaround timeframes.
• Adhere strictly to documented processes, training guides and quality standards
• Maintain accurate and complete records across all systems
• Maintain a comprehensive understanding of relevant products, processes, and regulatoryrequirements to provide accurate and compliant information to clients.
• Identify and elevate potential business or compliance risks appropriately.
• Ensure all client interactions provide accurate and complete information without offering anyadvice or recommendation to the client.
• Contribute to team performance by meeting individual productivity and quality benchmarks

Qualifications:

• Demonstrated experience in a client service or contact centre environment, with a strong focus on first contact resolution.
• Proven ability to manage enquiries end-to-end across phone and email channels, ensuring timely and accurate outcomes.
• Strong organisational skills with the ability to proactively manage and follow up outstanding tasks within strict timeframes.
• High level of accuracy and attention to detail.
• Sound understanding of service level agreements (SLAs) and ability to consistently meet productivity and quality benchmarks.
• Working knowledge of compliance, regulatory requirements and risk awareness within a financial services or insurance environment (preferred).
• Ability to follow documented procedures and quality standards with minimal supervision.
• Strong written and verbal communication skills, with the ability to provide clear, factual information without offering advice.
• Collaborative team contributor with a strong sense of accountability and ownership.
• No minimum insurance experience requirement

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
  Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Job Snapshot

Updated Date

27-Aug-2026

Department

Insurance

Location