GoTeam Philippines in Cebu, Philippines

Philippines

GoTeam Philippines in Cebu, Philippines

Philippines

Personal Lines Assistant

Salary:

Up to PHP35K

Work Set-up:

Home and Office (Hybrid)

Shift Schedule:

Night Shift

Date Posted:

July 14, 2022

Salary:

Up to PHP35K

Work Set-up:

Home and Office (Hybrid)

Shift Schedule:

Night Shift

Date Posted:

July 14, 2022

Hybrid (Office & WFH), Night Shift. Safety and personal growth in a Great Place to Work-certified business. With Results Coaches, Chief Happiness Officers, and access to tech tools our developers built with the needs of virtual teams in mind.

 

Your Benefits: 

  • Dual-monitor PC setup or laptop for your home. 
  • 7 Habits of Highly Effective People Training 
  • Your copy of “The 7 Habits of Highly Effective People” and “Little Black Book for Stunning Success”   
  • Exceed Institute – Training and tools to help you navigate life and build a rich and connected family life. 
  • HMO coverage from start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents. 
  • 24/7 access to counselling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues. 
  • Free legal advice and financial consultations, also as part of the EAP. 
  • P1,000,000 Life Insurance coverage 
  • 10 days leave (Year 1), rising to 15 days leave after Year 1 
  • Welcome gift on your first day 
  • Monthly Discover You lunch (CEO presentation, leadership training, Values Awards) 
  • Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights) 
  • Welcome Tea with the CEO and work anniversary celebrations 
  • P10K referral bonus, plus a chance to win P20K 
  • Free coffee for our office-based team
     

Your Family’s Benefits (Yes, that’s right, we care about your family): 

  • 24/7 access to confidential counselling support for mental health for 4 family members. Our Employee’s Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues. 
  • Free legal advice and financial consultations for 4 family members, also as part of the EFAP. 
  • Free Telemedicine for 4 family members  
  • Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too) 
  • Project Next Generation – Online schooling support for your children, nieces, nephews, and cousins 
  • P10K referral bonus for your family member

 

Skills and Qualifications:

  • At least a high school diploma is required but a college degree is preferred.  
  • Working knowledge of Microsoft products (Outlook, Word, Excel, PowerPoint).  
  • Experience working in an office and team environment is preferred. Insurance industry a plus.  
  • Professional demeanor and behavior are required.  
  • Must be organized and able to manage time effectively to meet deadlines.  
  • Must communicate effectively – spoken and written. Maintain effective communication in all forms, including email.  
  • Must work well in a team-based environment: collaborate with peers and take direction from supervisors.  
  • Must maintain a positive attitude and sense of humor

 

What You Will Do:

  • Process evidence and certificates of insurance.  
  • Take responsibility for claim reporting and/or follow-up.  
  • Handle NOC processing (non-renewals/non-payment).  
  • Process endorsements.  
  • Generate invoices, as assigned.  
  • Attend to billing questions.  
  • Obtain MVR/CLUE reports.  
  • Attach correspondence in the client’s agent management system (EPIC)  
  • Serve as back-up for the Personal Lines Assistant/CSR.  
  • Process manual renewals and Lost Policy Releases (LPR).  
  • Pull policies and auto ID cards.  
  • Handle email and phone correspondence with clients, as directed.  
  • Process un-routed attachments.  
  • Prepare spreadsheets, letters and mailings, as directed.  
  • Scan, photocopy, or fax documents as directed.  
  • Input new prospects and clients’ information, as directed.  
  • Process PL carrier docs, as applicable.  
  • Take on special projects and other duties, as assigned

 

About Your Client:

Your client is a 100 percent employee-owned independent insurance agency with its HQ  in California, as well as offices in Oregon, Arizona, Missouri, and London. They provide clients with commercial or personal insurance, as well as employee benefits packages and wealth management services.

 

IMPORTANT: While this is a hybrid (home and office) arrangement, if any recurring issues arise i.e. internet connectivity, power supply issues, background noise, and alike, you shall be requested to work in the nearest GoTeam office or accredited establishments.

 

 

Keep checking our list of current opportunities!

Keep checking our list of current opportunities!

Covid-19 Guidance for Job Applicants

Our recruitment process has been fully online since March 2020, for the safety of all recruiters and job
applicants. All interviews will take place by phone or videoconference.

Covid-19 Guidance for Job Applicants

Our recruitment process has been fully online since March 2020, for the safety of all recruiters and job
applicants. All interviews will take place by phone or videoconference.

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