Virtual Underwriting Assistant

Tap Growth ai; Mandaluyong; On-site; PHP 279,000 - 424,000; Full time

Job summary

Tap Growth ai is seeking a detail-oriented Virtual Underwriting Assistant to support our underwriting operations in Mandaluyong, Philippines. This role focuses on delivering accurate responses to inquiries and assisting with underwriting tasks while learning the ins and outs of insurance processes.

You will handle calls, emails, and live chat, review applications, verify documents, route inquiries to the right teams, and document interactions in our CRM with precision.

Qualifications

• Handle incoming calls, emails, and live chat with timely, accurate responses.
• Review underwriting applications and verify information and documents.
• Route inquiries to appropriate teams and ensure follow-up.
• Document interactions in CRM and maintain data accuracy.
• Ability to juggle multiple inquiries with high service quality.

Responsibilities

• Provide support to underwriting operations by reviewing applications and verifying documents.
• Maintain customer records and log all interactions in the CRM.
• Prioritize and route inquiries to correct teams and ensure timely resolution.
• Maintain accuracy across systems and communicate clearly with customers.

Skills

Detail-oriented

Communication skills

Customer service

Tools

CRM software

Job description

Join our team as a Virtual Underwriting Assistant and play a key role in supporting our underwriting operations. The ideal candidate will be detail-oriented, proactive, and eager to contribute to a dynamic environment while learning the ins and outs of insurance underwriting.

Location: Mandaluyong, Philippines
Work Mode: Work from Office

What We're Looking For:

• Handle incoming calls, emails, and live chat messages, providing timely, accurate, and professional responses to customer inquiries.
• Assist with underwriting tasks by reviewing applications, verifying information and documents, and ensuring requirements are complete and accurate.
• Prioritize and route customer inquiries to the appropriate department or team member, ensuring prompt resolution and follow-up.
• Document all customer interactions in our CRM system, ensuring data accuracy and completeness. Regularly update customer profiles and track interactions.
• Manage multiple customer inquiries simultaneously while maintaining a high level of service quality and attention to detail.
• Maintain and ensure the accuracy of customer information across various systems, including CRM and other internal databases.
• Clearly and effectively communicate with customers and internal teams, resolving issues or escalating concerns as necessary.

Eager to start your career in insurance?