Insurance Policy Servicing & Billing

Gratitude Inc

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1 day ago

Insurance Policy Servicing & Billing

1-2 Year(s)

Manila

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Job Description

Key Skills

Insurance backgroud in non-life focused on property and casualty insurance. home and auto loan type Policy Servicing & Carrier Coordination Billing, Premium & Receivables Management High‑Volume Communication & Call Handling

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Job Overview

We are looking for candidates with strong BPO and Non-Life Insurance experience to support policy servicing, carrier coordination, billing, premium management, and receivables activities within an insurance brokerage or agency environment.

The ideal candidate should have experience in Property & Casualty (P&C) Insurance, with exposure to Home and Auto Insurance, along with strong communication, customer service, and problem-solving skills.

Key Responsibilities

Policy Servicing & Carrier Coordination

Support policy servicing activities within an insurance brokerage or agency environment.
Coordinate with multiple insurance carriers regarding policy inquiries, endorsements, renewals, and policy updates.
Process and issue policy endorsements using broker management systems such as AMS, Applied Epic, or similar platforms.
Act as an intermediary between clients, agents, and insurance carriers to ensure accurate and timely information exchange.
Maintain accurate policy records and documentation.
Ensure policy servicing activities comply with applicable regulatory and internal guidelines.

Billing, Premium & Receivables Management

Manage and resolve billing discrepancies and premium adjustments.
Handle payment-related inquiries, premium collections, and receivables-related issues.
Perform account reconciliation and investigate discrepancies.
Respond professionally to billing questions from insureds, agents, and carriers.
Maintain complete and accurate billing and payment documentation.
Follow regulated-industry standards and internal procedures.

High-Volume Communication & Call Handling

Handle high-volume inbound and outbound calls with insureds, agents, and insurance carriers.
Serve as a primary coordination point for policy and billing inquiries.
Clearly explain policy changes, billing details, account information, and required next steps.
Maintain service-level expectations in a fast-paced, customer-focused environment.
Ensure accurate documentation of customer interactions and issue resolution.

Required Qualifications & Experience

College graduate with at least 12 months of BPO experience, OR
Completed at least 2 years of college with a minimum of 18 months BPO experience.
Relevant experience in Non-Life Insurance is mandatory.
Strong exposure to Property & Casualty (P&C) Insurance is required.
Experience with Home and Auto Insurance is preferred/required based on process requirements.
Experience in insurance brokerage or agency operations is preferred.
Strong verbal and written communication skills.
Ability to handle high-volume calls and multiple priorities.
Strong attention to detail and documentation skills.
Willingness to work onsite in Taguig City.

Mandatory Skills

BPO Experience
Non-Life Insurance
Property & Casualty (P&C) Insurance
Home Insurance
Auto Insurance
Policy Servicing
Policy Endorsements
Insurance Carrier Coordination
Billing & Premium Management
Receivables
Account Reconciliation
Inbound & Outbound Calling
Customer Service
Communication Skills
Documentation

Preferred Skills

Insurance Brokerage / Agency Experience
Applied Epic
AMS / Agency Management Systems
Policy Administration
Premium Collections
Billing Dispute Resolution
Carrier Management
Insurance Renewals
Policy Updates
Insurance Operations
SLA Management

Soft Skills

Excellent verbal and written communication.
Strong customer service and interpersonal skills.
Strong analytical and problem-solving abilities.
High attention to detail and accuracy.
Ability to manage high-volume workloads.
Strong organizational and time-management skills.
Ability to handle multiple priorities effectively.
Professional and confident communication with clients, agents, and carriers.
Ability to work effectively in a fast-paced environment.

Work Details

Location: Taguig City, Philippines
Work Mode: Work From Office / Onsite
Experience: Minimum 12 months BPO experience for graduates OR 18 months BPO experience with 2 years college completed
Job Type: Full Time
Function: Insurance Operations / Customer Service
Role: Insurance Policy Servicing & Billing
Start Date: September 1 / September 22
Shift: As per business/process requirements

Eligibility

College graduate with minimum 12 months BPO experience, OR
Completed at least 2 years of college with minimum 18 months BPO experience.
Non-Life Insurance / Property & Casualty experience is mandatory.
Candidates should have relevant exposure to Home and Auto Insurance.
Must be willing to work onsite in Taguig City.
Candidates must meet the communication and customer-handling requirements of the role.

Recruitment / Walk-In Details

Cognizant Taguig Recruitment Hub

Address:
2nd Floor, Science Hub Tower 4,
Campus Ave., McKinley Hill,
Fort Bonifacio, Taguig City, Philippines

Recruitment Schedule:
Monday to Friday
10:00 AM to 6:00 PM

Please Bring:

Updated Resume
Valid ID
Pen

Pre-Screening Questions

How many years of BPO experience do you have?
How many years of relevant experience do you have in Insurance Brokerage / Non-Life Insurance / Home and Auto Insurance?
What is your highest educational attainment?
Do you have experience in Property & Casualty (P&C) Insurance?
Do you have experience with policy servicing, endorsements, renewals, or carrier coordination?
Do you have experience handling billing, premium, receivables, or account reconciliation?
Have you worked with Applied Epic, AMS, or any insurance agency management system?
What was your last drawn salary?
What is your salary expectation?
What is your notice period?
Are you available to work onsite in Taguig City?
Which start date are you available for — September 1 or September 22?
What is your current location?

Role

Insurance Operations Officer

Timings

Day Shift (Contract To Hire)

Industry

Insurance

Work Mode

Work from office

Process

Non-Voice

Functional Area

Banking / Financial Services

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