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Processing Specialist

Role overview

Qualifications

  • Minimum of 2 years in a similar role, preferably within the insurance industry
  • Proficient in data entry software and Microsoft Office Suite (Excel, Word, Outlook)
  • Strong verbal and written communication skills
  • Excellent organizational skills

Responsibilities

  • Engage with customers in a professional and friendly manner
  • Accurately input customer information into the company database
  • Prepare and complete all necessary forms and documents
  • Manage the end-to-end process of customer interaction

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Communication

About the company

Outsourcey logo

Outsourcey

Hrtech: Human Resources + Technology

To make the world better through outsourcing!

Company details

Company typeScaleup
IndustryHrtech: Human Resources + Technology
Company size51 - 200

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Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Experience: Minimum of 2 years in a similar role, preferably within the insurance industry. Technical Skills: Proficient in data entry software and Microsoft Office Suite (Excel, Word, Outlook). Communication: Strong verbal and written communication skills, with the ability to engage effectively with customers. Organizational Skills: Excellent organizational skills, with the ability to manage multiple tasks and prioritize effectively. Attention to Detail: High level of accuracy and attention to detail in all aspects of data entry and document processing. Customer Service Orientation: A friendly, approachable demeanor with a strong focus on customer satisfaction.

Core responsibilities:

Customer Interaction: Engage with customers in a professional and friendly manner, ensuring all their initial questions are answered before they receive a quote. Data Entry: Accurately input customer information into the company database, ensuring all fields are completed and verified for accuracy. Document Preparation: Prepare and complete all necessary forms and documents required before customers can receive an insurance quote. Process Management: Manage the end-to-end process of customer interaction, from initial contact to the completion of data entry, ensuring a smooth and efficient workflow. Communication Coordination: Act as the primary point of contact between the company and potential clients, scheduling follow-ups and ensuring timely communication. Workflow Optimization: Identify and implement process improvements to enhance efficiency and reduce the time taken to prepare customer quotes. Support CEO: Assist with various administrative tasks, including managing customer databases, tracking lead progress, and generating reports as needed.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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