Insurance Account CSR - Open for Newbies

Recruitify_HR; Philippines; On-site; PHP 201,000 - 335,000; Full time

Job summary

Recruitify_HR in the Philippines is seeking a customer service representative to handle inbound inquiries related to insurance products and services. You will assist clients with policy details, claims status, billing questions, and coverage information.

The role requires clear explanations of plans and benefits, accurate documentation of interactions, and timely escalation of complex issues to the appropriate department while maintaining high satisfaction and productivity standards.

Qualifications

• Handle inbound customer inquiries related to insurance products and services.
• Assist customers with policy information, claims status, billing inquiries, and coverage questions.
• Process policy updates, account changes, and customer requests accurately.
• Explain insurance plans, benefits, and company policies clearly and professionally.
• Resolve customer concerns while maintaining high customer satisfaction.
• Document customer interactions accurately using company systems.
• Escalate complex claims or policy-related concerns to the appropriate department when necessary.
• Meet quality assurance, productivity, and customer satisfaction targets.

Responsibilities

• Respond to inbound inquiries about insurance products and services.
• Provide policy information, claims status, and billing details to customers.
• Process policy updates and account changes accurately.
• Explain plans, benefits, and policies clearly and professionally.
• Resolve issues while maintaining high customer satisfaction.
• Document interactions accurately in company systems.
• Escalate complex cases to the appropriate department when needed.
• Meet QA, productivity, and customer satisfaction targets.

Skills

Customer service

Insurance products

Communication skills

Problem solving

Job description

• Handle inbound customer inquiries related to insurance products and services.
• Assist customers with policy information, claims status, billing inquiries, and coverage questions.
• Process policy updates, account changes, and customer requests accurately.
• Explain insurance plans, benefits, and company policies clearly and professionally.
• Resolve customer concerns while maintaining high customer satisfaction.
• Document customer interactions accurately using company systems.
• Escalate complex claims or policy-related concerns to the appropriate department when necessary.
• Meet quality assurance, productivity, and customer satisfaction targets.