Offer summary

Qualifications:

Preferred experience in customer support, administrative assistance, or virtual support roles, ideally in the insurance or financial services industry., Proficiency in using CRM platforms for task management and workflow progression., Strong email handling skills with the ability to manage high volumes of communication effectively., Attention to detail and a self-starter attitude with a focus on process discipline..

Key responsabilities:

Monitor and manage incoming emails from clients and carriers, ensuring proper routing through the CRM.

Communicate with clients via SMS and email to follow up on e-signature requests and outstanding documents.

Utilize CRM templates for automated email responses to client inquiries, ensuring timely communication.

Download and upload attachments from emails to the correct client files within the CRM system.

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: Preferred experience in customer support, administrative assistance, or virtual support roles, preferably within the insurance or financial services industry. CRM Proficiency: Comfortable using CRM platforms to manage tasks, assign action items, upload documents, and move workflows forward. Strong Email Handling Skills: Skilled at triaging high volumes of email traffic, applying templates accurately, and managing multiple communication threads without missing deadlines. Attention to Detail: Highly organized with a focus on properly linking documents, emails, and tasks to client files, maintaining compliance and clean data practices. Self-Starter with Process Discipline: Ability to work independently, follow established task templates, and maintain consistent follow-up without constant oversight. Customer Service Mindset: Professional and client-focused written communication style, with an emphasis on clarity, politeness, and representing the brand with a high standard of care.

Core responsibilities:

Email Triage and Management: Monitor incoming emails from carriers and clients, prioritize them, and ensure they are routed correctly through the CRM workflow. Outbound Client Communication: Send SMS messages and emails to follow up on e-signature requests and outstanding client documents, using prepared scripts and templates. Automated Email Responses: Use CRM-provided email templates to respond quickly and appropriately to client inquiries, ensuring timely and accurate communication without manual drafting. Attachment Processing: Download attachments from carrier emails and properly upload and associate them with the correct client file within the CRM system. Task Assignment: Utilize CRM task templates to create, update, and assign tasks to the appropriate team members, ensuring nothing falls through the cracks. CRM Workflow Management: Keep all client records updated, mark follow-up steps, move email threads forward, and maintain accurate tracking of client communications and requirements.

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!

Required profile