Hybrid Night-Shift Insurance Sales Support Specialist

MicroSourcing International; Metro Manila; Hybrid; PHP 420,000 - 540,000; Full time

Benefits offered by this job

Competitive Rewards

Collaborative Spirit

Work-Life Harmony

Career Growth

Inclusive Teamwork

Job summary

MicroSourcing in Ortigas, Pasig City seeks an Insurance Sales Support Specialist to provide critical administrative and operational support for small group proposal development, carrier submissions, and sales processes. This role emphasizes data accuracy, documentation, and efficient coordination across systems.

Responsibilities include submission preparation, carrier communications, and maintaining knowledge libraries, with opportunities to grow into more independent responsibilities within a

Responsibilities

• Prepare and organize documentation for new business and renewal submissions.
• Manage DocuSign Workspaces for client submissions and track statuses.
• Support carrier and sales communications; maintain contact logs.
• Update submissions checklists and training documents.
• Update CRM and project management systems with carrier and plan data.
• Assist with benefit data libraries, templates, and uploads to systems.
• Maintain and organize underwriting guidelines and state-by-state requirements.
• Coordinate with teams using collaboration tools for timely submissions.
• Create and update benefit summaries and proposal documents.
• Ensure document management and compliance across platforms.

Skills

Attention to detail

Communication skills

Organizational skills

Tools

DocuSign

CRM systems

Microsoft Excel

SharePoint

HubSpot

Monday.com

Microsoft Teams

Job description

MicroSourcing in Ortigas, Pasig City seeks an Insurance Sales Support Specialist to provide critical administrative and operational support for small group proposal development, carrier submissions, and sales processes. This role emphasizes data accuracy, documentation, and efficient coordination across systems.

Responsibilities include submission preparation, carrier communications, and maintaining knowledge libraries, with opportunities to grow into more independent responsibilities within a