- Google Workspace and Gmail
- Life and Annuity Company's online processing systems
- Excel Spreadsheets
- Math computing percentages
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Junior Insurance Specialist
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · A Junior Insurance Specialist is expected to: · Understanding the insurance business end-to-end. · Analyzing and inserting data ...
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Senior Insurance Specialist
4 araw ang nakalipas
RuralNet Inc. Manila, Pilipinas Buong orasJob Description: · •College degree or 4+ years course education concentration in Business or any related course · •2-3 years of experience in insurance sales · •Experienced in handling insurance agents · •Proficiency in communication including presentations · •Proficient in MS of ...
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Insurance Specialist
5 araw ang nakalipas
Cobden and Carter International Inc Taguig, Pilipinas Buong orasQualifications:Bachelor's Degree · 2 - 5 years of experience with Insurance renewal cycle business · US insurance experience (Preferred) · Experience/familiarity with end-to-end insurance renewal cycle · Will work in close coordination with brokers, underwriters, and client · MS ...
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Customer Service Representative
5 araw ang nakalipas
MicroSourcing Philippines, Quezon City, Pilipinas Buong orasJob DescriptionCheck the Prior Authorization Request (PAR) status in the portal, if available, before initiating contact with the Insurance Prior Authorization (PAR) department. · Open sales orders and thoroughly examine the case details. · Check workflow notes to understand the ...
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Quality Assurance Specialist l Flexible Work Arrangement
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 8,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Quality Assurance Specialist, be 100% YOU with MicroSourcing · A Quality Assurance Specialist is expected to: · Review produ ...
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Prior Authorization Specialist
5 araw ang nakalipas
BizForce Philippines, Quezon City, Pilipinas Buong oras#1 PH Workforce Delivering to the US · MedCore Solutions, the Medical Division of Bizforce, is seeking a skilled Prior Authorization Specialist - Behavioral Health to join our growing team. The Prior Authorization Specialist we be primarily responsible for obtaining all types of ...
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Medical Billing
5 araw ang nakalipas
Sourcefit Philippines, Quezon City, Pilipinas Buong orasJob Description · The primary responsibility of the Payment Posting Specialist is to post transactions received from the insurance companies into different practice management systems and balance posted payment transactions to the actual bank deposits. Secondary responsibilities ...
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Credentialing Specialist
5 araw ang nakalipas
MicroSourcing Quezon City, Philippines, Pilipinas Buong orasThe Credentialing Specialist will be responsible for the credentialing, privileging, licensing of practice plan faculty in accordance with established regulatory and policy requirements. This is a highly confidential position and due care is required to secure confidential inform ...
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Helpdesk Specialist
2 linggo ang nakalipas
MicroSourcing Quezon City, Pilipinas Buong orasAs a member of the NTG Help Desk Team, the Help Desk Specialist responds to inquiries and requests · for assistance with our business client's computer systems and applications. The Help Desk Specialist is expected to identify, analyze, and troubleshoot these issues. The Help Des ...
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Data Entry Specialist
5 araw ang nakalipas
MicroSourcing Philippines, Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Data Entry Specialist, be 100% YOU with MicroSourcing · A Data Entry Specialist is expected to:Enter hotel data into Global Dis ...
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Accounts Receivable Officer
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Accounts Receivable Specialist, be 100% YOU with MicroSourcing · An Accounts Receivable Specialist is expected to:Daily monitor ...
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Finance Specialist
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 8,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Finance Specialist, be 100% YOU with MicroSourcing · A Finance Specialist is expected to: · Timely and accurate processing of p ...
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Billing & Coding Specialist
5 araw ang nakalipas
Sourcefit Philippines, Quezon City, Pilipinas Buong orasSummary · As a Billing and Coding Specialist, you will focus on analyzing patients' records and determining/assigning the correct codes for the patient's records; in addition, to billing the insurance provider, patient, and/or third party. This person will be responsible for inte ...
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Procurement Specialist l Nightshift
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Requisition Specialist, be 100% YOU with MicroSourcing · A Requisition Specialist is expected to: Create and process purchase ...
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Sales Support Specialist l Night Shift
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 8,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Sales Support Specialist, be 100% YOU with MicroSourcing · A Sales Support Specialist is expected to: · Responsible for reviewi ...
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Digital Marketing Specialist
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Digital Marketing Specialist, be 100% YOU with MicroSourcing · A Digital Marketing Specialist is expected to: · Email Campaign ...
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Ad Operation Specialist
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 8,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Ads Operations Specialist, be 100% YOU with MicroSourcing · An Ads Operations Specialist is expected to: · As an Ad Operations ...
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Finance Specialist
5 araw ang nakalipas
MicroSourcing Philippines, Quezon City, Pilipinas Buong orasWith over 8,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Finance Specialist, be 100% YOU with MicroSourcing · A Finance Specialist is expected to:Timely and accurate processing of paya ...
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Medical Billing Specialist
5 araw ang nakalipas
Sourcefit Philippines, Quezon City, Pilipinas Buong orasPosition Summary · We are currently seeking a skilled Medical Billing Specialist - AR to join our healthcare team as a crucial member of our billing department. This role demands a deep understanding of medical billing processes, exceptional leadership skills for potential superv ...
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Administrative Medical Assistant
5 araw ang nakalipas
Microsourcing Philippines Inc Quezon City, Pilipinas Buong orasWith over 7,000 professionals across 9 delivery centers in the Philippines, MicroSourcing remains the country's largest offshoring solutions provider. · Medical Records and Authorization Clerk, be 100% YOU with MicroSourcing · A Medical Records and Authorization Clerk is expect ...
Life Insurance Specialist - Philippines, Quezon City, Pilipinas - MicroSourcing
Paglalarawan
Hiring Profile
Question
Comments
Job Title/Position
Life Insurance Specialist
Headcount
How many people with this profile do you need to hire
2
Job Responsibilities
Describe the job role and the day to day tasks involved.
Job Summary:
We are looking for a highly motivated and skilled Life Insurance Customer Service Agent with a valid license who will be responsible for providing exceptional customer service to our clients.
As a Life Insurance Customer Service Agent, you will be handling a variety of tasks to ensure our clients receive the highest level of service.
Responsibilities:
. Provide excellent customer service to clients via phone and email
. Communicate with clients to explain the application process for new clients and new term riders for existing clients
. Upload applications into the agency management system
. Determine exams/outstanding underwriting items needed and hand off to Client Relations Manager
. Stay up-to-date with industry regulations and review annual reports
. Maintain accurate records of client interactions and transactions
. Work collaboratively with team members to ensure seamless customer service
. POLICY CASE PREP
o Work with the owner/agent to prepare for new sales presentations
This involves:
o Checking calendar daily for the next week's appointments
o Log into the company websites to prepare illustrations
o Provide any other needed documents and/or information
o Work in agency management system to record activity
o Work with customer service to prepare illustrations for inforce policies.
. REFERRAL PARTNER REPORTING
o Determine the commission rate paid for policies referred by partner agents and record monthly on an Excel spreadsheet
Qualifications
Describe the qualifications the staff must have in terms of skills and capabilities
Negotiable requirements:
. A licensed life insurance agent
. Must have a valid Life Insurance license in good standing
Non-negotiable requirements:
. Financial analyst who is familiar with life insurance and annuities
. The candidates must have a strong financial analyst background.
. Must have at least 5 years of Customer Service experience
Ability to pivot and reprioritize job tasks.
. Proficient in Microsoft Office and other relevant software
. Strong attention to detail and accuracy
. Strong communication and interpersonal skills
. Excellent problem-solving skills
. Ability to work in a fast-paced environment and handle multiple tasks simultaneously
. Ability to work in a team environment and support colleagues
Competencies/Personality Traits
Being technologically savvy is very beneficial.
Prior Experience
Describe the prior working experience a candidate should have.
Negotiable:
Slack
Knowledge or past experience with password managers
Non-negotiable:
How can we measure performance for this job profile (KPIs/Metrics/Targets)
Availability through the work week.
Constant communication with team on Slack
Working Hours
Describe the work schedule the staff will follow
9am CST - 6pm CST - 8 hour shift
Reporting to
To whom will the staff be reporting to
Teresa KuhnJames HolmanWendy McCubbins
Screening & Selection
Question
Comments
Additional Screening
Do you want to add any of your own skill tests or other screening processes
minimum of 2 monitor computer setup is extremely helpful for added workspace
Hiring Decision Maker
Who from your side will make the hiring decision
Teresa KuhnJames HolmanWendy McCubbins
Interview Scheduling
Describe when you would be available for phone/video conference interviews.
James Holman - Available for interviews 1pm EST to 10pm EST
Mga gumagamit ng propesyon na Life Insurance Specialist sa Quezon City
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Jhonalee De Leon
I put my heart and mind to the role given to me.