WFH - Client Services Officer – Personal Insurance (Cebu, Bacolod, Davao)

Skye Wealth Planning Inc.; Philippines; Remote; PHP 469,000 - 625,000; Full time

Benefits offered by this job

Fully remote

Career growth

Culture of purpose

Global team

Job summary

Skye Wealth Planning Inc. in the Philippines seeks a detail-focused administrator to drive end-to-end personal insurance applications, liaising with clients, advisers, and providers to keep cycles moving.

You will maintain 100% data accuracy in client records, support senior advisers with calendars and reporting, and propose quarterly workflow improvements, all while delivering warm, service-oriented communication. This role is fully remote with a global, growth-minded team.

Qualifications

• Strong MS Office skills including Word, Excel, Outlook.
• Clear written and verbal English communication and client focus.
• Ability to manage multiple deadlines in a fast-paced environment.

Responsibilities

• Drive end-to-end processing of personal insurance applications and manage provider follow-ups.
• Serve as primary contact for client and provider inquiries via phone and email.
• Maintain 100% accuracy in client records and CRM updates in line with regulatory standards.
• Support Senior Advisers by coordinating calendars, deadlines, and client reports.
• Suggest at least one workflow improvement each quarter to enhance client experience.

Skills

Office suite proficiency

English communication

Time management

Attention to detail

Customer service mindset

Team collaboration

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Xplan

Salesforce

Job description

Does this sound like you?

• You’re the kind of person who loves making things run smoothly behind the scenes.
• You get a kick out of being the calm, organised bridge between clients, advisers, and providers — keeping everyone informed and everything moving.
• You’re detail-focused, client-first, and proud of doing things properly (with warmth, not robot vibes).

If you’re nodding your head, we might just have your dream role.

Responsibilities

What you’ll do:

• Application Management: Drive the end-to-end processing of personal insurance applications, maintaining a target cycle time for follow-ups with providers.
• Client & Provider Liaison: Act as the primary point of contact for enquiries, ensuring a professional and timely response (SLA-based) via phone and email.
• Data Integrity: Maintain 100% accuracy in client records and CRM updates, ensuring all documentation meets Australian regulatory and company compliance standards.
• Pipeline Support: Support Senior Advisers by managing their calendars, tracking task deadlines, and preparing client reports to ensure nothing "slips through the cracks."
• Process Improvement: Identify and suggest at least one workflow optimization per quarter to enhance the overall client experience.

Requirements

What You’ll Bring (Requirements):

Must-Haves (The Essentials):

• 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.

Nice-to-Haves (The Bonuses):

• Bachelor’s degree in Business, Finance, or a related field.
• Prior experience in Australian insurance administration or financial services.
• Experience using CRMs (e.g., Xplan, Salesforce) and virtual collaboration tools.

Who You Are:

• You are based in Cebu, Bacolod or Davao, Philippines
• You’re a growth-oriented professional who values feedback and continuous learning.
• You can take a complex concept and explain it with "warmth, not robot vibes."
• You’re tech-savvy and can navigate new systems with ease.
• You take your work seriously, but you’re "allergic to boring" and love being part of a fun, high-energy team.

Benefits

• High-Trust, High-Accountability: Fully remote work with huge levels of flexibility.
• Career Growth: We are growing fast, and we prioritize internal progression for high performers.
• Culture of Purpose: Join a team that genuinely cares about protecting people’s futures.
• Epic People: Be part of a global team with a down-to-earth, supportive culture (we’re happy to share our latest employee survey results!).

About us:

At Skye Wealth , we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 60 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it.