Customer Service Representative - Insurance Account
Hybrid - Muntinlupa 1-3 Yrs Exp Bachelor Full-time
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Job Description
Government Mandated Benefits
13th Month Pay, Pag-Ibig Fund, Paid Holidays
Insurance Health & Wellness
HMO
We are seeking a Customer Service Representative - Insurance to join our team in Alabang, Muntinlupa. This is a hybrid role requiring strong customer service skills, ideally with experience in an insurance account.
Qualifications:
- Minimum of 1 year of experience in customer service.
- Recommended to have a background in insurance, particularly life and retirement products.
Key Responsibilities
- Policy Inquiries: Answer inbound calls and emails regarding life insurance coverage, retirement plan balances, and policy terms.
- Transaction Processing: Assist customers with premium payments, beneficiary updates, fund transfers, and withdrawals.
- Claims Support: Provide initial guidance on the claims process for life insurance and retirement disbursements with high levels of empathy and detail.
- Technical Guidance: Help customers navigate online portals and mobile apps for self-service options.
- Quality & Compliance: Maintain strict adherence to insurance regulations (e.g., HIPAA or state‑specific guidelines) and internal quality standards.
- Documentation: Accurately log all interactions and updates in the CRM system to ensure continuity of service.
- Work Arrangement: Hybrid (3x Onsite, 2x Work From Home)
- Work Schedule: Monday to Friday, between 8:00 AM to 9:00 PM EST
Job Type: Full-time
Benefits
- Health insurance
- Life insurance
- Paid training
- Hybrid