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Team Leader (Insurance) RVC

Salary undisclosed

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ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Team Leader to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Account Specific Roles and Responsibilities:

  • Policy Renewals:
    • Handle simple policy renewals by retrieving information from the insurance website, updating the internal system, and filing policy PDFs appropriately
  • Complex Renewals:
    • Follow a comprehensive checklist to assess policy variables
    • Communicate with clients via phone and email to understand their current needs and confirm that the policy continues to meet those needs
  • Client Relationship Management:
    • Build and maintain strong client relationships by providing proactive and professional service
    • Educate clients on policy details and recommend appropriate adjustments or changes as necessary
  • Assessment & Action:
    • Analyze client information and policy data to determine whether updates, renewals, or changes are needed
    • Ensure proper actions are taken based on the assessment to deliver optimal solutions for the client
  • Team Lead
    • Oversees daily operations for all agents delivering high-quality and valued services
    • Conduct training and coaching, including insights and action plans to improve
    • Analyze and report on productivity and other metrics - such as attendance, end-of-day reports, and compliance with company protocols
    • Ensure that the client is updated on significant program activities, issues, and concerns through calls, emails, meetings, reports
    • Perform other supervisory tasks as required

Requirements

  • 1 - 2 years BPO experience
  • At least 6 months Team Lead/Supervisory experience
  • Insurance experience is an advantage
  • Good working knowledge with MS Excel
  • Excellent verbal and written English skills
  • Willing to work onsite in Shaw Blvd, Mandaluyong or Buendia, Makati
  • Amenable working night shift


Benefits

What can we offer you?

  • Competitive salary and benefits
  • Health Insurance with free dependents*
  • 10%-night differential
  • Attendance Bonus
  • Paid time off
  • Convertible to cash leave credits
  • Performance Appraisal
  • Work-life balance
  • A focus on growing your career path with us
  • We encourage you to follow your passions and learn new skills


Our commitment to you

  • Strong culture and values-driven leadership
  • We create opportunities for you to learn and grow at any stage of your career
  • Continuous learning and innovation
  • We foster an all inclusive environment where everyone thrives