Customer Service for Auto /Umbrella Insurance

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TYPE OF WORK

Full Time

SALARY

Php120.00 - 150.00 Per Hour

HOURS PER WEEK

40

DATE UPDATED

Sep 11, 2026

JOB OVERVIEW

The ideal candidate should have strong organizational skills, excellent attention to detail, and the ability to manage multiple tasks while maintaining accuracy and follow-through. Since this position will have direct interaction with clients, strong customer service skills and professional communication are especially important.


Tasks that will be assigned:
* Customer service
* Willingness to learn and assist with umbrella policies, including quotes, applications, policy changes, documentation, and follow-up

Skills And Competencies:
* Proficiency in Microsoft Excel and Microsoft Office
* Excellent written and verbal communication skills
* Strong customer service and interpersonal skills
* Excellent attention to detail and accuracy
* Highly organized with strong time-management skills
* Ability to prioritize and manage multiple tasks and deadlines
* Strong follow-up skills and ability to see tasks through to completion
* Ability to communicate professionally with clients, carriers, and internal team members
* Comfortable working with policy information, documents, and client data
* Ability to learn insurance products and procedures quickly
* Willingness to learn and assist with umbrella policies, including quotes, applications, policy changes, documentation, and follow-up
* Ability to identify when a client question or issue needs to be escalated
* Proactive attitude and willingness to take initiative rather than waiting to be told what needs to be done
* Ability to work independently while also being a strong team player
* Insurance experience, particularly Personal Lines or Umbrella, would be a plus but is not necessarily required for the right candidate.

Tools
* EZlynx
* Smartsheet
* Ringcentral
* Hawksoft, is a big plus

SKILL REQUIREMENT
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