Front And Back Office Specialist

Discover your 100% YOU with MicroSourcing!

Position: Front and Back Office Specialist

Work setup: Hybrid | Night shift

Location: Eastwood, Quezon City

Why join MicroSourcing?

Youll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
  
  

Your Role

We are looking for a highly motivated and skilled front and back office specialist who will be responsible for providing exceptional customer service to our clients. You will be handling a variety of tasks to ensure our clients receive the highest level of service.

Responsibilities

Provide excellent customer service to clients via phone, text, and email

Communicate with prospects/clients and our staff of agents and service specialists to keep them updated on their application process and assist our licensed agents to service existing contract loans, payment, beneficiary, or other changes.

Create and manage sales and customer service opportunities through our KEAP CRM, entering tasks for staff, contact notes, and opportunity action items as needed.

Maintain accurate records of client interactions and transactions

Work collaboratively with team members to ensure seamless customer service

POLICY CASE PREP

• Work with the owner/agent to prepare for new sales presentations. This involves:
• Checking calendar daily for the next days appointments
• Confirm that needed illustrations are loaded into file box
• Provide any other needed documents and/or information
• Followup with previous days meeting to make sure tasks have been set for team members and next steps are added for each opportunity
• Provide status reports as needed for specific contacts or stages in sales process
  
  

Marketing and contact management support

• prepare email follow up to contacts through Keap CRM system for certain aspects of the underwriting process, copying owner or opportunity
• email and txt outreach to reschedule calls and other follow up as needed
  
  

familiar with life insurance and annuities

financial analyst background.

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our companys strength lies in our peoples diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – its our commitment. Our way of life. Here, we dont just accept your unique authentic self - we celebrate it, valuing every individuals contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply

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