Policy Servicing & Carrier Coordination Specialist

Gratitude Inc

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1 day ago

Policy Servicing & Carrier Coordination Specialist

1-10 Year(s)

₱ 40 - ₱ 45K p.m

Manila (Taguig, Makati)

Job Description

Key Skills

BPO Skills billing process loan or financial services experience

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Role Overview

We are seeking a Policy Servicing & Carrier Coordination Specialist 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

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

Qualifications

Educational & Experience Requirements:

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 & Casualty Insurance, specifically Home and Auto Loan type

Strong knowledge of insurance policy servicing, billing, and premium management

Experience with broker management systems (AMS, Applied Epic, or similar) is a plus

Excellent communication and customer service skills

Willing to work onsite in Taguig with shifting schedules

Role

DSA/Company Representative

Timings

Rotational Shifts (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

Insurance Agent

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Jecinta Kariuki

Recruiter - Gratitude Inc

NA, kenya

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