Insurance Policy Servicing & Carrier Coordination Specialist

Gratitude Philippines; Manila; On-site; PHP 457,000 - 547,000; Full time

Job summary

Gratitude Philippines is seeking an Insurance Policy Servicing & Carrier Coordination Specialist to support policy servicing, carrier coordination, and billing within a non-life insurance environment. The ideal candidate has P&C experience, including Home and Auto insurance, and strong communication skills.

The role is onsite in Taguig City with salary up to PHP 45,000 monthly. Start dates are September 1 or September 22, with a focus on accurate policy data handling and timely customer

Qualifications

• College graduate with at least 12 months of BPO experience; OR completed at least 2 years of college with 18 months of BPO experience.
• Relevant experience in non-life insurance, particularly Property & Casualty (P&C).
• Experience with Home and Auto insurance is preferred/required.
• Strong verbal and written communication skills.
• Willing to work onsite in Taguig City.

Responsibilities

• Policy Servicing & Carrier Coordination: Support policy servicing activities within an insurance brokerage or agency environment.
• Coordinate with multiple insurance carriers regarding policy inquiries, endorsements, renewals, and updates.
• Issue and process policy endorsements using AMS, Applied Epic, or similar platforms.
• Act as intermediary between clients, agents, and insurance carriers.
• Ensure accurate and timely exchange of policy-related information.
• Maintain policy documentation in accordance with regulatory and internal guidelines.

Skills

Non-Life Insurance

P&C Insurance

Home and Auto Insurance

BPO Experience

Communication Skills

High-volume Calls

Education

College graduate with BPO experience

2 years college with 18 months BPO

Tools

AMS

Applied Epic

Job description

Insurance Policy Servicing & Carrier Coordination Specialist

Location: Taguig City, Philippines
Work Setup: Onsite
Salary: Up to PHP 45,000 maximum package
Start Dates: September 1 and September 22

Job Summary

We are looking for experienced Insurance/BPO professionals to support policy servicing, carrier coordination, billing, premium management, and customer communication within a non-life insurance environment.

The ideal candidate should have experience in Property & Casualty (P&C) insurance, particularly Home and Auto insurance, along with strong communication and customer service skills.

Qualifications

• College graduate with at least 12 months of BPO experience; OR
• Completed at least 2 years of college with a minimum of 18 months of BPO experience.
• Required: Relevant experience in non-life insurance, particularly Property & Casualty (P&C).
• Experience with Home and Auto insurance is preferred/required.
• Strong verbal and written communication skills.
• Ability to handle high-volume calls and work in a fast-paced environment.
• Strong attention to detail and ability to manage multiple tasks.
• Willing to work onsite in Taguig City.

Key Responsibilities

Policy Servicing & Carrier Coordination

• Support policy servicing activities within an insurance brokerage or agency environment.
• Coordinate with multiple insurance carriers regarding policy inquiries, endorsements, renewals, and updates.
• Issue and process policy endorsements using broker management systems such as AMS, Applied Epic, or similar platforms.
• Act as an intermediary between clients, agents, and insurance carriers.
• Ensure accurate and timely exchange of policy-related information.
• Maintain policy documentation in accordance with regulatory and internal guidelines.

Billing, Premium & Receivables Management

• Manage and resolve billing discrepancies, premium adjustments, and payment-related concerns.
• Handle premium collections and receivables inquiries.
• Perform account reconciliation and follow up on outstanding items.
• Respond to billing-related questions from insureds, agents, and carriers.
• Maintain accurate records and documentation in accordance with regulated-industry standards.

High-Volume Communication & Call Handling

• Handle high-volume inbound and outbound calls with insureds, agents, and insurance carriers.
• Serve as a primary point of coordination for policy and billing inquiries.
• Clearly explain policy changes, billing information, and required next steps.
• Maintain service-level expectations in a fast-paced, customer-focused environment.
• Provide professional and accurate assistance to all stakeholders.

Candidate Requirements

• Strong background in Non-Life Insurance / Property & Casualty (P&C).
• Experience with Home and Auto insurance is highly preferred.
• Previous BPO experience is mandatory based on the education/experience criteria above.
• Knowledge of insurance policy servicing, billing, endorsements, renewals, and carrier coordination.
• Good communication and problem-solving skills.
• Willingness to work in an onsite setup in Taguig.

Compensation & Work Setup

Salary: Up to PHP 45,000 maximum package
Location: Taguig City
Work Setup: Onsite
Start Dates: September 1 and September 22