Insurance Account Advisor — +35k Sign-On Bonus

Concentrix Philippines; Pasay; On-site; PHP 279,000 - 446,000; Full time

Job summary

Concentrix Philippines in Pasay City is seeking an MOA Insurance Account Advisor for a full-time role. A sign-on bonus of 35k PHP is offered to the right candidates, with responsibilities including handling calls, advising on coverage, processing applications, and maintaining records.

The position requires strong communication, customer focus, and ability to meet KPIs in a fast-paced insurance service environment. Weekend/evening shifts may apply.

Qualifications

• Experience in customer service within insurance or financial services.
• Excellent verbal and written communication skills.
• Strong problem-solving with a customer-centric approach.
• Proficiency with computer systems, CRM, and call center technology.
• Ability to work efficiently in a fast-paced environment with accuracy.
• Flexibility to work shifts, including weekends/evenings.
• High school diploma or equivalent; insurance/customer service qualifications desirable.
• Strong organizational and time management abilities.

Responsibilities

• Handle inbound and outbound calls about insurance policies and claims.
• Provide product knowledge and advice on coverage options and benefits.
• Process insurance applications, policy updates, and amendments.
• Resolve customer concerns and escalate complex issues when needed.
• Maintain accurate customer records per company protocols.
• Cross-sell and upsell insurance products to meet targets.
• Follow regulatory requirements and compliance standards.
• Collaborate with internal teams to ensure seamless service.
• Achieve and maintain KPIs for call quality, CSAT, and productivity.

Skills

Customer service

Communication skills

Problem solving

CRM software

Call center tech

Shift flexibility

Insurance knowledge

Education

High school diploma or equivalent

Tools

CRM software

Job description

Concentrix Philippines in Pasay City is seeking an MOA Insurance Account Advisor for a full-time role. A sign-on bonus of 35k PHP is offered to the right candidates, with responsibilities including handling calls, advising on coverage, processing applications, and maintaining records.

The position requires strong communication, customer focus, and ability to meet KPIs in a fast-paced insurance service environment. Weekend/evening shifts may apply.