Customer Care Associate (Olongapo)

Insular Life Assurance Co., Ltd.; Olongapo; On-site; PHP 180,000 - 300,000; Full time

Job summary

Insular Life Assurance Co., Ltd. in the Philippines seeks a hands-on Onsite Servicing Associate to process insurance applications, policy servicing requests, and premium transactions while ensuring compliance and service quality.

You have a Bachelor’s degree in Marketing or Business Administration, at least one year in life insurance servicing or customer service, and are willing to work fully onsite at the Olongapo Office.

Qualifications

• Bachelor’s degree in Marketing, Business Administration, or a related field.
• At least one (1) year of experience in life insurance servicing, customer service, or related operational roles.
• Relevant insurance or customer service certifications are an advantage but not required.

Responsibilities

• Deliver timely and accurate processing of insurance applications to facilitate underwriting and policy issuance.
• Maintain effective control of accountable forms and gift cards, and provide administrative support to ensure smooth branch operations.
• Process policy-related requests accurately and efficiently in accordance with company policies and turnaround times.
• Ensure accurate handling of premium collections and disbursements while maintaining financial control and compliance.
• Provide responsive and effective assistance to policyholders and Financial Advisers to ensure positive customer experience and service satisfaction.
• Promote and support the adoption of the company’s digital platforms to improve efficiency, accessibility, and customer self-service capabilities.
• Ensure compliance with operational procedures and financial controls during supervisor absence.
• Exercise decision-making authority on selected exception cases to resolve minor servicing issues promptly.

Skills

Customer service

Education

Bachelor’s degree in Marketing, Business Administration, or a related field

Job description

Job Purpose

Deliver efficient and high-quality service to policyholders and Financial Advisers by processing insurance applications, policy servicing requests, and premium transactions in accordance with company standards and regulatory requirements. The role also promotes the use of InLife’s digital platforms to enhance service efficiency, improve customer experience and support the organization’s digital transformation initiatives.

Principal Accountabilities

• Ensure timely and accurate processing of insurance applications to facilitate efficient underwriting and policy issuance.
• Maintain effective control of accountable forms and gift cards, and provide administrative support to ensure smooth branch operations.
• Process policy-related requests accurately and efficiently in accordance with company policies and prescribed turnaround times.
• Ensure accurate handling of premium collections and disbursements while maintaining financial control and compliance.
• Provide responsive and effective assistance to policyholders and Financial Advisers to ensure positive customer experience and service satisfaction.
• Promote and support the adoption of the company’s digital platforms to improve efficiency, accessibility, and customer self-service capabilities.
• Ensure compliance with operational procedures and financial controls during supervisor absence.
• Exercise decision-making authority on selected exception cases to ensure timely resolution of minor servicing issues.

The Ideal Candidate for the Role

• Bachelor’s degree in Marketing, Business Administration, or a related field.
• At least one (1) year of experience in life insurance servicing, customer service, or related operational roles.
• Relevant insurance or customer service certifications are an advantage but not required.
• Willing to work fully onsite at the Olongapo Office.