Remote Client Services & Operations Specialist

Skye Money Pty Ltd; Cebu City; Remote; PHP 301,000 - 335,000; Full time

Benefits offered by this job

Fully remote work

Career growth opportunities

Job summary

Skye Wealth is seeking a detail‑oriented professional to manage end‑to‑end personal insurance applications from a remote location. You will liaison with clients and providers, ensure data integrity in CRM records, and support senior advisers with calendars and reporting.

Based in a globally distributed team, you’ll contribute to a culture of warmth, continuous learning and high accountability, while staying customer‑focused and tech‑savvy in a fast‑paced environment.

Qualifications

• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Exceptional verbal and written English communication skills.
• Proven ability to manage multiple deadlines in a fast-paced environment.
• High attention to detail, specifically in data entry and document review.
• A proactive, "ownership" mindset with a passion for customer service.

Responsibilities

• Application Management: Drive end-to-end processing of personal insurance applications, maintaining follow-up cycle times with providers.
• Client & Provider Liaison: Be the primary contact for enquiries via phone and email, SLA-based responses.
• Data Integrity: Maintain 100% accuracy in client records and CRM updates per Australian regulatory standards.
• Pipeline Support: Assist Senior Advisers by managing calendars, deadlines, and client reports.
• Process Improvement: Propose at least one workflow improvement per quarter to enhance client experience.

Skills

MS Office

English communication

Deadline management

Data entry accuracy

Customer service mindset

Education

Bachelor’s degree in Business/Finance or related field

Tools

Xplan

Salesforce

Job description

Skye Wealth is seeking a detail‑oriented professional to manage end‑to‑end personal insurance applications from a remote location. You will liaison with clients and providers, ensure data integrity in CRM records, and support senior advisers with calendars and reporting.

Based in a globally distributed team, you’ll contribute to a culture of warmth, continuous learning and high accountability, while staying customer‑focused and tech‑savvy in a fast‑paced environment.