Front and Back Office Specialist

MicroSourcing; Manila; Hybrid; PHP 334,800 - 613,800; Full time

Benefits offered by this job

Healthcare coverage on day one

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Flexible work arrangements

Job summary

MicroSourcing is seeking a proactive Front and Back Office Specialist to deliver outstanding client service from our Eastwood hub. You will handle inquiries via phone, text, and email, support sales and underwriting tasks, and coordinate with licensed agents and staff to keep processes moving smoothly.

The role requires familiarity with KEAP CRM, comfort with life insurance products, and a collaborative attitude to support a dynamic team in a hybrid night-shift environment.

Qualifications

• Experience in delivering customer service across phone, text, and email channels.
• Familiar with life insurance products and annuities.
• Background in financial analysis or related field preferred.

Responsibilities

• Provide excellent customer service to clients via phone, text, and email.
• Communicate with prospects/clients and our staff of agents and service specialists to keep them updated on their application process and assist our licensed agents to service existing contract loans, payment, beneficiary, or other changes.
• Create and manage sales and customer service opportunities through our KEAP CRM, entering tasks for staff, contact notes, and opportunity action items as needed.
• Maintain accurate records of client interactions and transactions
• Work collaboratively with team members to ensure seamless customer service
• POLICY CASE PREP
• Work with the owner/agent to prepare for new sales presentations. This involves:
• Checking calendar daily for the next day's appointments
• Confirm that needed illustrations are loaded into file box
• Provide any other needed documents and/or information
• Followup with previous day's meeting to make sure tasks have been set for team members and next steps are added for each opportunity
• Provide status reports as needed for specific contacts or stages in sales process
• Marketing and contact management support
• prepare email follow up to contacts through Keap CRM system for certain aspects of the underwriting process, copying owner or opportunity
• email and txt outreach to reschedule calls and other follow up as needed
• familiar with life insurance and annuities
• financial analyst background.

Skills

Customer service

Life insurance knowledge

Financial analysis

Tools

Keap CRM

Job description

Discover your 100% YOU with MicroSourcing!

Position: Front and Back Office Specialist

Work setup: Hybrid | Night shift

Location: Eastwood, Quezon City

Why join MicroSourcing?

• You\'ll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

We are looking for a highly motivated and skilled front and back office specialist who will be responsible for providing exceptional customer service to our clients. You will be handling a variety of tasks to ensure our clients receive the highest level of service.

Responsibilities

Provide excellent customer service to clients via phone, text, and email

Communicate with prospects/clients and our staff of agents and service specialists to keep them updated on their application process and assist our licensed agents to service existing contract loans, payment, beneficiary, or other changes.

Create and manage sales and customer service opportunities through our KEAP CRM, entering tasks for staff, contact notes, and opportunity action items as needed.

Maintain accurate records of client interactions and transactions

Work collaboratively with team members to ensure seamless customer service

POLICY CASE PREP

• Work with the owner/agent to prepare for new sales presentations. This involves:
• Checking calendar daily for the next day\'s appointments
• Confirm that needed illustrations are loaded into file box
• Provide any other needed documents and/or information
• Followup with previous day\'s meeting to make sure tasks have been set for team members and next steps are added for each opportunity
• Provide status reports as needed for specific contacts or stages in sales process

Marketing and contact management support

• prepare email follow up to contacts through Keap CRM system for certain aspects of the underwriting process, copying owner or opportunity
• email and txt outreach to reschedule calls and other follow up as needed

familiar with life insurance and annuities

financial analyst background.

–

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company\'s strength lies in our people\'s diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it\'s our commitment. Our way of life. Here, we don\'t just accept your unique authentic self - we celebrate it, valuing every individual\'s contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply