CSR Insurance Brokerage Urgently
Gratitude IncCSR Insurance Brokerage Urgently
Job Description
Key Skills
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> College graduate with at least 12 months of BPO experience; or
> Completed at least 2 years in college with a minimum of 18 months BPO experience
> REQUIRED EXPERIENCE: Insurance background in non-life focused on property and casualty insurance. home and auto loan type
> Work on site set up (Taguig)
> Salary offer: up to 45k max
> Start date: Sept 1 and 22
Policy Servicing & Carrier Coordination
Support policy servicing activities within an insurance brokerage or agency environment.
Coordinate with multiple insurance carriers for policy inquiries, endorsements, renewals, and updates.
Issue and process policy endorsements using broker management systems (e.g., AMS, Applied Epic, or similar).
Act as an intermediary between clients, agents, and insurers, ensuring accurate and timely information exchange.
Ensure all policy documentation and servicing processes comply with regulatory and internal guidelines.
Billing, Premium & Receivables Management
Manage and resolve billing discrepancies, premium adjustments, and payment‑related issues.
Handle premium collections, receivables inquiries, and account reconciliations.
Respond to billing‑related questions from insureds, agents, and carriers with accuracy and professionalism.
Maintain detailed records and documentation in compliance with regulated industry standards.
High‑Volume Communication & Call Handling
Handle high‑volume inbound and outbound calls involving insureds, agents, and insurance carriers.
Serve as the primary point of coordination for policy and billing inquiries in a brokerage or agency setting.
Provide clear explanations of policy changes, billing details, and next steps to stakeholders.
Maintain service level expectations in a fast‑paced, customer‑focused environment.
PRESCREENING NOTES:
Years of BPO experience:
Years of relevant experience (Insurance Brokerage, Home and Auto Loan):
Educational attainment:
Salary expectation:
Last drawn salary:
Notice period:
Availability for the work setup and schedule:
Current location:
Role
Insurance Operations Manager
Timings
Rotational Shifts (Permanent)
Industry
Insurance
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services
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