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Administrative Support

Job Description

Owns post-issuance client servicing for active policies—handling policy changes, annual renewals, premium dishonors, claims support, and client retention.

Job Title

  • Administrative Support

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Strong background in client service, account management, or administrative support.
  • Exceptional organization and CRM tracking skills.
  • Calm, professional communication skills when handling sensitive matters (claims or cancellations).
  • Proactive mindset with urgency around handling dishonors and renewals.
  • Nice-to-have: Experience in Philippine life insurance, financial services, or banking.
Job Responsibilities
  • Receive handed-over files and manage day-to-day incoming policy inquiries via phone and email.
  • Process policy alterations, cancel-and-replace requests, and ownership changes.
  • Manage annual renewals and urgently follow up on premium dishonors to prevent policy lapses.
  • Assist clients with claims documentation, chase medical evidence, and monitor insurer progress.
  • Flag at-risk/cancellation clients to the adviser and reconcile ongoing commission statements.

To Apply, please create your profile at air.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY.

Good luck and God Bless!