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    Insurance Quote Coordinator - Quezon City, Pilipinas - Sourcefit

    Sourcefit
    Sourcefit Quezon City, Pilipinas

    Natagpuan sa: Foundit PH A2 - 1 araw ang nakalipas

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    Paglalarawan
    Job Description

    Position Summary:

    As the Insurance Quote Coordinator, you will be an integral part of our insurance team. Your primary responsibility will be to support our client-facing operations through administrative excellence. You will prepare tailored insurance quotes, oversee the new business and renewal quoting processes, and handle various forms of client communications. The role demands a meticulous attention to detail, customer-centric mindset, and an unwavering commitment to professionalism. You will uphold our brand's ethos while proactively addressing client needs, managing schedules, and coordinating activities within the team.

    Job Details

    Eastwood Libic, QC (On-site)

    Monday to Friday | 9 PM to 6 AM Manila Time
    • Following US Holidays

    Responsibilities

    • Assist in the preparation of insurance quotes by meticulously inputting data into our proprietary quote system, generating options tailored for client presentations.
    • Manage both renewal and new business quoting, adhering to distinct but similar processes for each.
    • Utilize pre-defined email templates to respond promptly to incoming client and prospect communications, ensuring messages are clear, professional, and aligned with our brand.
    • Monitor email inboxes proactively, prioritizing and addressing matters that require immediate attention.
    • Follow our established quote process from initial intake to presentation preparation, ensuring that all necessary information is accurately captured and organized.
    • Coordinate and schedule calls and appointments for the producer/business owner, maintaining a well-organized calendar and timely notifications.

    Qualifications

    • At least 2 years of experience in a customer service or administrative role, ideally involving some form of data entry or internal coordination.
    • Proficiency in English, with standout written and verbal communication skills.
    • Familiarity with , Microsoft Teams, Outlook, or a willingness to learn.
    • Proven ability to adapt to changing requirements and to meticulously follow established processes.
    • A team player responsive to all team members.
    • Strong attention to detail, coupled with the integrity to admit and correct mistakes when they occur.
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