Insurance Brokerage CSR

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