Customer Service Representative – Insurance Brokerage

Customer Service Representative – Insurance Brokerage

Non-Life / Property & Casualty (P&C) Insurance

Location: Taguig City, Philippines

Work Setup: Onsite

Experience: 12+ months BPO experience with relevant insurance experience

Job Overview

We are looking for an experienced Insurance Customer Service Representative with a strong background in Non-Life Insurance, particularly Property & Casualty (P&C), Home Insurance, and Auto Insurance.

The role supports clients, insurance agents, and carriers with policy servicing, endorsements, renewals, billing, premium payments, receivables, and account-related inquiries.

This is an ideal opportunity for candidates with experience in insurance brokerage, insurance agency operations, policy servicing, P&C insurance, home/auto insurance, or insurance BPO processes.

Qualifications

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• College graduate with at least 12 months of BPO experience, OR
  
• Completed at least 2 years of college with at least 18 months of BPO experience.
  
• Relevant experience in Non-Life Insurance is required.
  
• Strong experience in Property & Casualty (P&C) Insurance preferred.
  
• Experience handling Home Insurance and/or Auto Insurance is highly preferred.
  
• Experience in insurance brokerage or agency operations is an advantage.
  
• Strong customer service and communication skills.
  
• Comfortable handling high-volume inbound and outbound calls.
  
• Strong attention to detail and ability to manage multiple customer/account requests.
  
• Willing to work onsite in Taguig City.
  

Key Responsibilities

Policy Servicing & Carrier Coordination

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• Support day-to-day policy servicing activities within an insurance brokerage or agency environment.
  
• Coordinate with insurance carriers, clients, and agents regarding policy inquiries and servicing requests.
  
• Process and follow up on policy endorsements, renewals, policy changes, and updates.
  
• Maintain accurate policy information and documentation.
  
• Use broker/agency management systems, such as Applied Epic, AMS, or similar platforms.
  
• Ensure policy servicing activities follow applicable company and regulatory requirements.
  

Billing, Premiums & Receivables

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• Handle inquiries related to insurance billing, premiums, payments, and receivables.
  
• Investigate and resolve billing discrepancies and premium adjustments.
  
• Assist with premium collection and payment-related concerns.
  
• Perform or support account reconciliation activities.
  
• Communicate billing information clearly to insureds, agents, and carriers.
  
• Maintain accurate records of customer and account transactions.
  

Customer Service & Call Handling

• Handle high-volume inbound and outbound calls from insureds, agents, and insurance carriers.
  
• Serve as a key point of contact for policy and billing inquiries.
  
• Explain policy changes, billing details, payment information, and required next steps.
  
• Document customer interactions and follow-up actions accurately.
  
• Meet established service levels, productivity, quality, and customer experience standards.
  

Ideal Candidate Background

Candidates with experience in any of the following are strongly encouraged to apply:

Insurance CSR | Insurance Customer Service | Insurance Brokerage | Insurance Agency | Non-Life Insurance | Property & Casualty Insurance | P&C Insurance | Home Insurance | Auto Insurance | Policy Servicing | Policy Administration | Insurance Claims Support | Insurance Billing | Premium Collections | Insurance Receivables | Carrier Coordination | Applied Epic | AMS | Insurance BPO

Search Keywords

Insurance CSR Taguig | Insurance Customer Service Representative | P&C Insurance CSR | Property and Casualty Insurance | Non-Life Insurance | Insurance Brokerage CSR | Insurance BPO | Insurance Account | Policy Servicing | Policy Administration | Carrier Coordination | Insurance Billing | Premium Management | Insurance Receivables | Home Insurance | Auto Insurance | Personal Lines Insurance | Commercial Insurance | Applied Epic | AMS | Insurance Customer Service Philippines

Pre-Screening Questions

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1. How many years of BPO experience do you have?
   
2. How many years of Non-Life Insurance experience do you have?
   
3. How many years of experience do you have specifically in Property & Casualty (P&C) Insurance?
   
4. Do you have experience with Home Insurance and/or Auto Insurance?
   
5. Do you have experience working in an insurance brokerage or agency?
   
6. Do you have experience with policy servicing, endorsements, renewals, or carrier coordination?
   
7. Do you have experience handling insurance billing, premiums, collections, or receivables?
   
8. Which insurance/broker management systems have you used? (e.g., Applied Epic, AMS, or similar)
   
9. What is your highest educational attainment?
   
10. What is your current location?
    
11. Are you willing to work onsite in Taguig City?
    
12. What is your current/last drawn salary?
    
13. What is your expected salary?
    
14. What is your notice period/earliest available start date?
    
15. Which start date can you accommodate: September 1 or September 22?