Insurance Admin (Customer Care)

Outsourcey; Pateros; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Role in HR function shaping

Job summary

Outsourcey is seeking an Insurance Admin Specialist to join our growing team in the Philippines. You will support claims, document management, and insurer communications, ensuring timely updates and audit-ready records.

The ideal candidate has at least 2.5 years in admin/insurance coordination or customer care, strong English, and solid CRM skills. You will work with internal teams to manage multiple client cases and ensure quality service.

Qualifications

• Minimum 2.5 years of experience in an administrative, insurance coordination, or customer care role involving claims support or document management.
• Strong English language skills, both written and verbal; capable of professional calls and follow-up emails.
• Ability to follow structured SOPs while working independently with accountability.
• Proficiency in CRM platforms (Acculynx, Salesforce, or similar), Google Drive, Sheets, and digital file organization systems.
• Exceptional attention to detail and ability to manage multiple client cases while keeping records audit-ready.

Responsibilities

• Insurance Communication & Follow-Ups: contact insurance companies and adjusters for updates on claim status and required documentation.
• Documentation Management: collect, organize, and store essential insurance documents ensuring accuracy and accessibility.
• CRM & Workflow Updates: enter notes, status changes, and file uploads in the CRM to reflect progress and maintain a clean digital file.
• Internal Team Coordination: communicate daily with internal departments to share updates on payments and milestones.
• Client Case Progression: move clients through the claims process in line with current status.
• Issue Escalation & Proactive Problem Solving: monitor files for delays or missing docs and flag concerns to minimize disruption.

Skills

Insurance coordination

Customer care

Clear communication

SOP compliance

CRM proficiency

Tools

Acculynx

Salesforce

Google Drive

Sheets

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Insurance & Admin Background: Minimum 2.5 years of experience in an administrative, insurance coordination, or customer care role involving claims support or document management.Clear & Professional Communication: Strong English language skills, both written and verbal; capable of making professional calls and sending follow-up emails with clarity and tact.Process-Focused & Self-Directed: Ability to follow structured SOPs while working independently without constant supervision; strong sense of accountability.Tech & CRM Fluency: Proficiency in CRM platforms (Acculynx, Salesforce, or similar tools preferred), Google Drive, Sheets, and digital file organization systems.Detail-Oriented & Organized: Exceptional attention to detail and ability to manage multiple client cases simultaneously while keeping records clean, complete, and audit-ready.Team-Oriented & Growth-Minded: Comfortable working in a collaborative, high-performance environment with long-term career growth potential.

Core responsibilities:Insurance Communication & Follow-Ups: Contact insurance companies and adjusters to obtain timely updates on claim status, settlement progress, and required documentation; follow up on submitted estimates and invoices to confirm receipt and payment.Documentation Management: Collect, organize, and store all essential insurance-related documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations, ensuring accuracy and accessibility.CRM & Workflow Updates: Enter detailed notes, status changes, and file uploads into the CRM system to reflect real-time progress of each client case and maintain a clean, audit-ready digital file.Internal Team Coordination: Communicate daily with internal departments to share updates on payment statuses, task completions, and any pending client milestones within the workflow.Client Case Progression: Move clients seamlessly through each phase of the internal claims process, from claim submission to final payment, by staying aligned with the current status of each file.Issue Escalation & Proactive Problem Solving: Monitor files for delays, missing documentation, or errors and immediately flag concerns to the appropriate team members to minimize disruption or client dissatisfaction.

Benefits:Competitive salaryOpportunity to shape the HR function of a rapidly growing BPO.Work closely with a team of industry leaders who have successfully scaled BPOs in the past.Career growth and development opportunities.