Insurance Agent

MicroSourcing; Manila; On-site; PHP 390,600 - 613,800; Full time

Benefits offered by this job

Healthcare on day one with dependents

Paid time off with cash conversion

Group life insurance

Performance bonuses

Flexible work arrangements

Job summary

MicroSourcing is seeking an Insurance Agent to join our client services team in Manila. The role requires strong attention to detail, excellent data entry skills, and confidentiality handling of financial information.

The ideal candidate will have experience with insurance and financial services software, and be able to collaborate with colleagues in a nightshift onsite environment at Global One, Eastwood, Libis, QC.

Qualifications

• Excellent attention to detail and strong computer skills.
• Experience inputting financial data into various software systems.
• Ability to maintain confidentiality of sensitive information.
• Willingness to collaborate with team and support shared goals.
• Adaptable in a changing environment and able to meet deadlines.

Responsibilities

• Input financial data into various software systems and verify accuracy.
• Maintain confidentiality of all sensitive information.

Skills

Attention to detail

Client service

Team collaboration

Adaptability

Self-starter

Tools

MoneyGuidePro

Salesforce

Orion

Office 365

Job description

Position

Insurance Agent

Location

Global One, Eastwood, Libis, QC, Philippines

Work Setup & Shift

Nightshift / Onsite

Benefits

• 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.

Responsibilities

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