MOA Insurance Account: your next move at 23k monthly.

Concentrix Philippines; Pasay; On-site; PHP 279,000 - 446,000; Full time

Job summary

Concentrix Philippines in Pasay City is seeking an MOA Insurance Account Advisor for a full-time role. A sign-on bonus of 35k PHP is offered to the right candidates, with responsibilities including handling calls, advising on coverage, processing applications, and maintaining records.

The position requires strong communication, customer focus, and ability to meet KPIs in a fast-paced insurance service environment. Weekend/evening shifts may apply.

Qualifications

• Experience in customer service within insurance or financial services.
• Excellent verbal and written communication skills.
• Strong problem-solving with a customer-centric approach.
• Proficiency with computer systems, CRM, and call center technology.
• Ability to work efficiently in a fast-paced environment with accuracy.
• Flexibility to work shifts, including weekends/evenings.
• High school diploma or equivalent; insurance/customer service qualifications desirable.
• Strong organizational and time management abilities.

Responsibilities

• Handle inbound and outbound calls about insurance policies and claims.
• Provide product knowledge and advice on coverage options and benefits.
• Process insurance applications, policy updates, and amendments.
• Resolve customer concerns and escalate complex issues when needed.
• Maintain accurate customer records per company protocols.
• Cross-sell and upsell insurance products to meet targets.
• Follow regulatory requirements and compliance standards.
• Collaborate with internal teams to ensure seamless service.
• Achieve and maintain KPIs for call quality, CSAT, and productivity.

Skills

Customer service

Communication skills

Problem solving

CRM software

Call center tech

Shift flexibility

Insurance knowledge

Education

High school diploma or equivalent

Tools

CRM software

Job description

About us

Concentrix Philippines is a leading global customer experience company dedicated to delivering exceptional service solutions across diverse industries. We pride ourselves on creating an environment where talented professionals can thrive, develop their careers, and make a meaningful impact on our clients' success. With a commitment to innovation, quality, and employee satisfaction, we are a trusted partner for businesses seeking comprehensive customer service excellence.

About the role

We are seeking experienced and customer-focused MOA Insurance Account Advisors to join our dynamic team in Pasay City, Metro Manila. This is a full-time position offering an attractive +35k sign-on bonus to the right candidates. As an MOA Insurance Account Advisor, you will be at the forefront of our customer service operations, providing expert guidance and support to insurance clients whilst maintaining the highest standards of professionalism and care. This role is pivotal in building lasting client relationships and ensuring customer satisfaction within the insurance sector.

Key responsibilities

• Handle inbound and outbound customer calls with professionalism and empathy, addressing inquiries related to insurance policies and claims

• Provide comprehensive product knowledge and advice to customers regarding insurance coverage options, policy features, and benefits

• Process insurance applications, policy updates, and amendments accurately and efficiently

• Resolve customer concerns and complaints promptly, escalating complex issues to senior management when necessary

• Maintain detailed and accurate customer records and documentation in accordance with company protocols

• Cross-sell and upsell insurance products where appropriate, contributing to sales targets and business objectives

• Follow all regulatory requirements and compliance standards specific to the insurance industry

• Collaborate with internal teams to ensure seamless service delivery and positive customer experiences

• Achieve and maintain key performance indicators including call quality, customer satisfaction scores, and productivity metrics

What we're looking for

• Proven experience in customer service, particularly within the insurance or financial services sector

• Excellent verbal and written communication skills with the ability to explain complex insurance concepts clearly

• Strong problem-solving abilities and a customer-centric approach to resolving issues

• Proficiency in using computer systems, CRM software, and call centre technology

• Ability to work efficiently in a fast-paced environment whilst maintaining accuracy and attention to detail

• Flexibility to work shift schedules, including potential weekend and evening shifts

• High school diploma or equivalent; additional qualifications in insurance or customer service are desirable

• Strong organisational and time management skills with the ability to handle multiple tasks simultaneously