Voice Service Associate - Insurance Operations Associate (Voice & Licensing Support)

WHR Global Consulting; Muntinlupa; On-site; PHP 279,000 - 334,800; Full time

Benefits offered by this job

HMO with 1 free dependent after 1 year

Day 1 Life Insurance

15 leave credits after 1 year

Job summary

A consulting firm is seeking a Voice Service Associate for its Insurance Operations. This on-site role in Muntinlupa requires processing and reviewing licensing tickets, ensuring data accuracy, and validating client information. Candidates should have an associate degree and at least one year of related experience, particularly with health insurance products and tools like D365 and Freshdesk. A strong customer service background and advanced Excel skills are essential for success in this position.

Qualifications

• Graduate with an associate degree in a related business field.
• At least 1 year of work experience in a relevant role.
• Knowledge of health and ancillary insurance products required.

Responsibilities

• Processes and reviews Licensing and Agency Onboarding Tickets.
• Ensures accuracy of all encoded data.
• Obtains, verifies, and validates information received from clients.

Skills

Advanced Excel skills

Customer service experience

Knowledge of health and ancillary insurance products

Education

Associate degree in a related business field

Tools

D365

Freshdesk

Job description

Voice Service Associate - Insurance Operations Associate (Voice & Licensing Support)

WHR Global Consulting

On-site - Muntinlupa 1-3 Yrs Exp Bachelor Full-time

Job Description

Position Title: Voice Service Associate - Insurance Operations Associate (Voice & Licensing Support)

Work Setup: Night Shift

Salary: Php25k to Php30k

Duties & Responsibilities

• Processes and reviews Licensing and Agency Onboarding Tickets in accordance with client‑defined procedures, standards, and specifications to consistently meet established targets and deliverables.
• Ensures the accuracy and completeness of all encoded data, including but not limited to Appointment Request, Commission Schedule, BOR Request, License Renewals, Agent Termination, and Pre‑Licensing. This includes maintaining strict data integrity and adhering to quality expectations.
• Obtains, verifies, and validates information received from clients through phone calls and emails, ensuring that all confirmed data is accurately entered into the client provided applications based on project requirements.
• Conducts timely follow‑up calls or emails to confirm missing or pending information and to ensure that all information requests and orders are processed within the required turnaround time.
• Reviews gathered data for accuracy and completeness, ensuring that any discrepancies are identified and corrected in order to preserve data integrity throughout the process.
• Adheres to established standard operating procedures (SOPs) and work instructions to ensure consistent application of workflow requirements and alignment across the entire channel.

Job Requirements

• Graduate with an associate degree in a related business field.
• At least 1 year of work experience in a relevant or related role/capacity.
• Knowledge and experience of health and ancillary insurance products and benefit plan designs is required.
• A solid working knowledge and experience of D365 and Freshdesk required for the role.
• At least 1+ year experience in customer service or related role; experience handling health and ancillary insurance benefits required.
• Exposure in Dynamics 365 is required.
• Advanced Excel skill.
• Okay to work onsite on a graveyard schedule.
• HMO with 1 free dependent (after 1 year).
• Day1 Life Insurance.
• 10% ND.
• 15 leave credits after 1 year.

Work Arrangement

• 48 hours a week (Monday to Friday, night shift)
• Onsite