Insurance Brokerage CSR
Gratitude IncInsurance Brokerage CSR
Job Description
Key Skills
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WORK SETUP: Onsite – Taguig
WORK SCHEDULE: Shifting
SALARY: Up to ₱45,000 max (SME level)
TARGET START DATES: September 1 & September 22, 2026
Role Overview
We are seeking an Insurance Brokerage CSR to support policy servicing activities within an insurance brokerage or agency environment. You will coordinate with multiple insurance carriers, manage billing and premium receivables, and handle high-volume communication with insureds, agents, and carriers.
Key Responsibilities
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
Ensure all policy documentation and servicing processes comply with regulatory and internal guidelines
Manage and resolve billing discrepancies, premium adjustments, and payment-related issues
Handle premium collections, receivables inquiries, and account reconciliations
Qualifications
College Graduate with at least 12 months BPO experience – OR –
Completed at least 2 years in college with a minimum of 18 months BPO experience
Required: Insurance background in non-life focused on Property & Casualty Insurance (Home and Auto Loan) – non-negotiable
Knowledge of broker management systems (AMS, Applied Epic, or similar) is a plus
Excellent communication and customer service skills
Role
Non-Life Insurance Agent
Timings
Rotational Shifts (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
Insurance Agent
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
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