Hybrid Insurance Sales & Proposal Specialist

MicroSourcing International; Pasig; Hybrid; PHP 446,000 - 625,000; Full time

Benefits offered by this job

Above-market pay

Healthcare coverage

Dependent coverage

Paid time off

Life insurance

Performance bonuses

Team events

Flexible hours

Career growth

Inclusive culture

Job summary

MicroSourcing is hiring an Insurance Sales Support Specialist in Ortigas, Pasig. This hybrid, night-shift role focuses on administrative and operational support for small group proposals, carrier submissions, and sales processes to drive growth and client retention.

You will manage data, assist in report generation, and coordinate with carriers and sales agents. This position offers exposure to carrier processes, benefit plans, and career progression within a dynamic team.

Qualifications

• Experience supporting administrative and sales processes in a related field.
• Strong data handling, doc management, and carrier communications.
• Proficient with CRM, document workflows, and internal portals.

Responsibilities

• Assist in preparing and organizing documentation for new business and renewal submissions.
• Manage DocuSign Workspaces for client submissions and track statuses.
• Maintain carrier contact lists and communications logs.
• Prepare plan comparisons, summaries, and proposal materials for sales meetings.

Skills

Attention to detail

Org. & time mgmt

Communication

Team collaboration

Problem solving

Tools

DocuSign

SharePoint

Google Drive

HubSpot

DataSource

Sensible

Employee Navigator

Monday.com

Microsoft Teams

Zoom

Slack

Outlook

Gmail

PDF Editors

Excel / Google Sheets

Job description

MicroSourcing is hiring an Insurance Sales Support Specialist in Ortigas, Pasig. This hybrid, night-shift role focuses on administrative and operational support for small group proposals, carrier submissions, and sales processes to drive growth and client retention.

You will manage data, assist in report generation, and coordinate with carriers and sales agents. This position offers exposure to carrier processes, benefit plans, and career progression within a dynamic team.