Customer Service Specialist for an Insurance Agency (Home Based Full Time)

• Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email
• Handle backend policy servicing, including coverage increase requests and beneficiary changes
• Prepare, submit, and track certificate requirements and other carrier documentation
• Onboard newly sold clients: set up their records, send welcome communications, and share the work number and email so they can reach the office directly
• Make outbound calls to clients for follow-ups, missing documents, and status updates
• Coordinate with insurance carriers on pending requests and policy changes
• Escalate sales opportunities and complex policy questions to the broker
• Provide friendly, professional support to clients, many of whom are homeowners

Client Information

The client is an independent insurance agency specialising in life, health, and retirement insurance. As an independent agency, the client is not owned by any insurance company, allowing it to recommend solutions based on each client’s individual needs rather than being limited to specific products or providers.

Must Haves

• Residency in the Philippines. Open to Filipinos ONLY.
• Excellent written and verbal English communication skills
• Neutral accent and clear, confident speaking voice on the phone
• Customer service experience (heavy experience not required; training will be provided)
• Strong attention to detail and organization when handling forms and documentation
• Reliable, self-directed, and able to manage email volume consistently

Nice to Haves

• Prior experience in life insurance customer support or policy servicing
• Familiarity with policy changes, beneficiary updates, and carrier requirements

Home Office Requirements

Please only apply for this role if you have the following home office requirements:

· Perfectly working headset and webcam
· Stable internet connection of at least 5 Mbps to 15 Mbps
· Up to date computer system with a minimum of Windows 8 or Mac OS X
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted.

Connect With Us

https://virtualcoworker.com.ph
https://virtualcoworker.com/our-culture
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https://www.linkedin.com/company/virtual-coworker