Customer Service Associate - Insurance Account

Accenture in the Philippines; Quezon City; On-site; PHP 180,000 - 240,000; Full time

Job summary

Accenture in the Philippines is seeking an Associate role to support document review and data processing tasks in our Quezon City and Alabang sites. The role emphasizes accuracy, compliance, and timely updates to agent records.

You will review documents, verify agent and license information, and encode data in the system. Strong Microsoft Office skills and reliability are essential for daily operations in our fast-paced teams.

Qualifications

• Open to college graduates or undergraduates who have completed at least 2nd year and with 1+ year of experience.
• Open to college graduates or undergraduates who have completed at least 1st year and with 2+ years of experience.
• Must have 1 to 2 years of experience in financial/healthcare/retirement/insurance accounts.
• Proficient in Microsoft applications.

Responsibilities

• Review completeness and compliance of all documents received.
• Verify accuracy of agent and license information.
• Analyze information to determine proper handling of work.
• Encode agent, license and commission information in the system accurately.
• Update existing agent record in the system, if needed.
• Create and post correspondences, if needed.
• Identify the next process based on the workflow and create necessary transactions.
• Performs other task that may be assigned from time to time by Team Leader, Manager, Director.

Skills

Microsoft applications

Job description

Job Description:

• Review completeness and compliance of all documents received.
• Verify accuracy of agent and license information.
• Analyze information to determine proper handling of work.
• Encode agent, license and commission information in the system accurately.
• Update existing agent record in the system, if needed.
• Create and post correspondences, if needed.
• Identify the next process based on the workflow and create necessary transactions.
• Performs other task that may be assigned from time to time by Team Leader, Manager, Director.

Associate Role

• Open to college graduates and undergraduate who have completed at least 2nd year and with at least 1 year of experience
• Open to college graduates and undergraduate who have completed at least 1st year and with at least 2 years of experience
• Must have 1 to 2 years of experience in financial/healthcare/retirement/insurance accounts
• Proficient in Microsoft applications
• Must be willing to work full time onsite in Gateway Cubao, Quezon City or Axis, Alabang Muntinlupa
• Must be flexible with shifts
• Ability to adhere to current performance tool that team uses
• Coachable - Seeks out and accepts feedback to improve personal performance

Requirements: