Client & Adviser Support - Homebased morning Shift

JOB TITLE: CLIENT AND ADVISER SUPPORT - INSURANCE

HIRING COMPANY: EliteInsure Ltd. is a high-end, new-tech, Insurance Brokerage Firm with its headquarters in New Zealand & teams spread across Asia. Our company has experienced exponential growth with outsourcing and has an established, yet expanding team in the Philippines since its inception on March 2016. We are currently looking for a full - time CLIENT & ADVISER SUPPORT to be part of our growing team. This opportunity is for a skilled & experienced C&A SUPPORT who has worked online and can help enhance the branding & exposure of the company.

WORK LOCATION: Remote, work from home-Philippines
AVAILABILITY: Can join immediately
CONTRACT: Full Time
WORK SCHEDULE: Monday – Friday / 4 am to 1 pm MNL time
Saturday & Sunday Off

SALARY & BENEFITS:
• Php. 22-25K (basic monthly fee/starting rate) depending on skills and experience.
• Yearly Salary increase
• Chance for salary increase after Performance Reviews
• Paid PH Holidays
• Bonuses and more

JOB REQUIREMENTS:
• Extensive calling experience
• Administration, documentation - financial planning industry is an added advantage
• Experience as a Customer Support is an advantage
• Understanding of the financial planning process
• BPO Experience dealing with Insurance
• Follow up with clients for outstanding information via email.
• Detail oriented - this role requires someone to be keen even with the slightest detail to ensure accuracy and precision of data/information

JOB Responsibilities:
1. Email Management
2. Follow-up Insurance Applications
3. Handle and Save Insurance Application related documents and or any company related documents.
4. Assist in email and calendar management
5. Data entry and CRM management
6. Process workflow and simple client communications
7. General admin duties, sending out reports
8. Set up appointments for the Managing Director
9. Audit Applications
10. Data Entry
11. and all other Admin related responsibilities that are applicable

HOW TO APPLY:
If you are qualified and interested in the job description provided above then submit your CV/ Resume to Upgrade to see actual info put " C&A SUPPORT 2024" as the subject of your email. If you are shortlisted, then one of EliteInsure’s staff will contact you via email, call, or text and will provide you details for the schedule of the interview and test. Talk to you soon! Thank you.