Insurance Agent

MicroSourcing; Manila; On-site; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Healthcare coverage day one

Performance bonuses

Paid time-off with cash conversion

Group life insurance

Flexible work arrangements

Job summary

MicroSourcing is seeking an Insurance Agent to join our Client Service team in the Manila area. The role focuses on inputting financial data into software, verifying accuracy, and maintaining confidentiality of sensitive information.

The candidate should possess strong attention to detail and be able to work efficiently on night shift onsite at Global One, Eastwood, QC. Ideal attributes include collaboration, adaptability, self-motivation, and a willingness to learn.

Qualifications

• Collaborate and support team members to accomplish shared goals.
• Adaptability in a changing environment and ability to meet deadlines.
• Willingness to ask clarifications when needed.
• Self-starter with a goal-oriented attitude.

Responsibilities

• Input financial data into various software systems and verify accuracy.
• Maintain confidentiality of all sensitive information.
• Support client service tasks and ensure data integrity.
• Collaborate with team to deliver accurate and timely outputs.

Skills

Attention to detail

Team collaboration

Adaptability

Self-motivation

Tools

MoneyGuidePro

Salesforce

Orion

Office 365

Job description

Job Description:

Discover your 100% YOU with MircoSourcing

Position: Insurance Agent

Location: Global One, Eastwood, Libis, QC, Philippines

Work setup & shift: Nightshift / Onsite

You’ll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Job Title: Insurance Agent

We are seeking a Client Service Associate. The ideal candidate should have excellent attention to detail, be able to work efficiently and accurately, and possess strong computer skills. The Client Service Associate will be responsible for inputting financial data into various software systems, verifying accuracy, and maintaining the confidentiality of all sensitive information.

Negotiable / Priority Requirements

• Ability to collaborate and support team members to accomplish shared goals
• Adaptability in a changing environment, with the ability to work efficiently to meet deadlines
• Comfortable reaching out for clarification on tasks and procedures when needed
• Self-starter with a goal-oriented attitude

Competencies / Personal Traits

• Knowledge of the insurance and financial services industry
• Working knowledge of MoneyGuidePro
• Working knowledge of Salesforce
• Working knowledge of Orion
• Proficient in Office 365
• Knowledge of estate planning, U.S. tax, and investments is a plus

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply