Discover your 100% YOU with MicroSourcing!
Position: Front and Back Office Specialist
Work setup: Hybrid | Night shift
Location: Eastwood, Quezon City
Why join MicroSourcing?
You'll have:
Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
Career Growth: Take advantage of opportunities for continuous learning and career advancement.
Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
Your role:
We are looking for a highly motivated and skilled front and back office specialist who will be responsible for providing exceptional customer service to our clients. 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, text, and email
Communicate with prospects/clients and our staff of agents and service specialists to keep them updated on their application process and assist our licensed agents to service existing contract loans, payment, beneficiary, or other changes.
Create and manage sales and customer service opportunities through our KEAP CRM, entering tasks for staff, contact notes, and opportunity action items as needed.
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 day's appointments
o Confirm that needed illustrations are loaded into file box
o Provide any other needed documents and/or information
o Followup with previous day's meeting to make sure tasks have been set for team members and next steps are added for each opportunity
o Provide status reports as needed for specific contacts or stages in sales process
Marketing and contact management support
o prepare email follow up to contacts through Keap CRM system for certain aspects of the underwriting process, copying owner or opportunity
o email and txt outreach to reschedule calls and other follow up as needed
familiar with life insurance and annuities
financial analyst background.
–
About MicroSourcing
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
Our commitment to 100% YOU
MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.
At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!
For more information, visit https://www.microsourcing.com/
*Terms & conditions apply
Front and Back Office Specialist • Metro Manila, Philippines
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