Credit Operations, Customer Engagement
Insurance Renewal Specialist
Job Description
About Security Bank


We are the Philippines’ largest independent bank, having won countless awards over the years, including Philippines’ Top Employer, named by Statista, and Best Bank for Diversity and Inclusion, awarded by Asiamoney.
We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.
Now, with more than 300+ branches nationwide, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.
In our constant pursuit of excellence and improvement, we create teams that support our business and each other.
The Role
As an Insurance Renewal Specialist, you will be responsible for managing and handling after-sales concerns to attend to costumer’s needs. Able to cope up with various support functions like request handling, received via CRM, Email, or walk-in, to maintain good customer relationships by providing excellent service that will lead to customer loyalty.
How you’ll contribute
- Facilities client-initiated received via CRM, email, or face-to-face(walk-in) and coordinates them with various fulfillment units of the Bank to provide timely and accurate resolution to the client. Complaints Management/issues resolution
- Provides support and assistance to other units of the bank in addressing complaints by giving the required information or data necessary to resolve complaints filed by the customer. Quality Orientation
- Establish and maintain a monitoring system via available applications (i.e. Excel worksheet, web-based applications) to be able to track the status and progress of each case/concern and ensure on-time processing and resolution of requests.
- Process insurance coverage renewal secured consumer loan products by timely sending-out out notices through email, SMS, and mail to ensure coverage is updated.
- Monitors float payments transferred to RCOD-ISA account, to be mange and applied as applicable to ensure proper and timely application and disbursements.
What we’re looking for
- Bachelor’s/ College degree in Business Studies /Administration/Management Finance/Accountancy/Banking, customer service related
- With at least 1-2 years of experience
- Knowledge of various consumer lending products and basic customer service
- Good quantitative and analytical skills. Experienced in customer service.
- Ability to communicate affectively., whether written or oral. Effective in time management. Proactive and result-driven.
#LI-JP1
#LI-Onsite