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INSURANCE ASSOCIATE - INSULAR LIFE (GREAT HEIGHTS-DSO) at Gateway Visa Solution
Naga, Bicol Region, Philippines -
Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

0.0

Posted On

29 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Organizational Skills, Communication Skills, Presentation Skills, Interpersonal Skills, Attention To Detail, MS Office, Insurance Knowledge, Administrative Skills

Industry

Business Consulting and Services

Description
Job Description Prepare, organize, and maintain insurance, client, and agent records. Process insurance applications, renewals, endorsements, and cancellations. Encode, update, and verify client and policy information in company systems. Assist clients with inquiries regarding policies, benefits, and requirements. Coordinate with clients and prospects regarding insurance product offerings. Conduct or assist in product presentations to clients and prospects. Support recruitment efforts by assisting in sourcing, onboarding, and documentation of new agents. Provide administrative and logistical assistance in training sessions for agents. Monitor policy renewals and payments, and help send reminders to clients. Prepare reports on daily transactions, commissions, recruitment, and training. Perform other related administrative and support tasks as assigned. Qualifications At least college-level or graduate preferred. Experience in administrative, clerical, or insurance-related work is an advantage. Knowledge of insurance products and processes is an asset. Proficient in MS Office (Word, Excel) and basic computer applications. Strong organizational skills with attention to detail. Excellent communication, presentation, and interpersonal skills. Ability to handle confidential information with integrity.
Responsibilities
The Insurance Associate is responsible for preparing, organizing, and maintaining insurance records, as well as processing applications and assisting clients with inquiries. Additional duties include supporting recruitment efforts and providing administrative assistance in training sessions for agents.