Individual Customer Service Executive

Description

Job Summary: We are seeking a professional to quote, advise on, and manage individual insurance lines, with a strong focus on customer service and commercial follow-up. Key Highlights: 1. Growth Opportunities and Continuous Training 2. Retain Assigned Client Portfolio and Advise Clients 3. Remote Work and Flexible Schedules **Requirements** * Bachelor's degree in Economics or Administration. * 2 years of customer service experience in the insurance sector. * Knowledge of GMM, Life, and Personal Accident (AP) policies. * Proficiency in Microsoft Office and Outlook. * Willingness to travel. * Availability for client visits. **Responsibilities:** * **Requirements:** Education: Bachelor's degree in Economics or Administration. Minimum 3 years of technical/underwriting experience in individual insurance lines. Advanced Excel skills. **Responsibilities:** * Quote individual insurance products (auto, home, life, medical expense, personal accident). * Advise clients on coverage, exclusions, and terms. * Compare proposals across different insurers. * Follow up on commercial opportunities until closure. * Issue, renew, and modify policies. * Process endorsements. * Monitor policy expirations and renewals. * Verify client documentation accuracy. * Address client inquiries regarding coverage and terms. * Support claims management (guidance and follow-up). * Maintain ongoing communication with insurers. * Retain assigned client portfolio. * Update CRM or internal systems. * Report monthly production. * Follow up on premium collections. * Achieve established sales targets. **Skills:** * Customer orientation * Attention to detail * Strong verbal communication and interpersonal skills * Service-oriented mindset **We Offer:** Monday to Friday Life Insurance 30 days' year-end bonus (aguinaldo) Statutory Benefits Continuous Training Growth Opportunities Direct hiring with 100% payroll integration Position Type: Full-time, Indefinite-term Salary: Up to $23,000\.00 per month Benefits: * Educational support * Discounts and preferential pricing * Flexible schedules * Option for indefinite-term contract * Life insurance * Company-provided mobile phone * Remote work * Additional vacation days or paid leave Application Question(s): * What is your experience in the insurance sector regarding GMM and Auto policies? Work Location: On-site employment