Customer Service Associate - Insurance Account

1-2 Years

Not Disclosed

Early Applicant

Job Description

Review completeness and compliance of all documents received.

Verify accuracy of agent and license information.

Analyze information to determine proper handling of work.

Encode agent, license and commission information in the system accurately.

Update existing agent record in the system, if needed.

Create and post correspondences, if needed.

Identify the next process based on the workflow and create necessary transactions.

Performs other task that may be assigned from time to time by Team Leader, Manager, Director.

Associate Role

Open to college graduates and undergraduate who have completed at least 2nd year and with at least 1 year of experience

Open to college graduates and undergraduate who have completed at least 1st year and with at least 2 years of experience

Must have 1 to 2 years of experience in financial/healthcare/retirement/insurance accounts

Proficient in Microsoft applications

Must be willing to work full time onsite in Gateway Cubao, Quezon City or Axis, Alabang Muntinlupa

Must be flexible with shifts

Ability to adhere to current performance tool that team uses

Coachable - Seeks out and accepts feedback to improve personal performance

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Last Updated: 27-10-2026 03:50:48 AM