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Job Title: Client Service Associate (VA)
Company: GOTEAM
Location and Workplace: Remote
Salary: UP TO P38,000 depending on experience
Summary: As a Client Service Associate, you will provide prompt, accurate, and thoughtful support for clients and prospects with premiums of $20,000 or less. Your role will involve various tasks to ensure effective client management and satisfaction.
About The Job
Key Duties:
Essential Skills:
Your Benefits
Company Name: GOTEAM
Achievements
At GOTEAM, we celebrate diversity and create an environment where personal and professional growth is the norm. Our commitment to innovation is reflected in our 85% employee engagement score.
Mission
We aim to provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.
Location:
Headquartered in the Philippines, with ambitious plans to expand globally by 2025.
Work Set-up
Home
Company: GOTEAM
Location and Workplace: Remote
Salary: UP TO P38,000 depending on experience
Summary: As a Client Service Associate, you will provide prompt, accurate, and thoughtful support for clients and prospects with premiums of $20,000 or less. Your role will involve various tasks to ensure effective client management and satisfaction.
About The Job
Key Duties:
- Provide Client Executive support efficiently.
- Learn and navigate Epic, our agency management system:
- Complete activities assigned by Client Executives.
- Enter new prospects or clients and policy lines into Epic.
- Manage download activities and exceptions.
- Conduct data entry into PL Rater for accurate quoting.
- Instruct the invoicing team for accurate transactions.
- Issue certificates, evidence of insurance, and ID cards.
- Maintain Surplus Lines documentation within Epic.
- Assist with issuing policies when required.
- Send welcome emails on behalf of the Client Executive.
- Champion renewal and remarket tasks, including quote preparation.
- Craft accurate documents using Microsoft Word, Excel, and PowerPoint.
- Provide backup support to team members in their absence.
- Accept accountability for personal actions and decisions.
- Adapt to changing environments and prioritize tasks effectively.
- Show attention to detail and maintain organization in planning.
- Demonstrate a positive attitude and proactive approach.
- Respond promptly to customer inquiries and ensure satisfaction.
- Collaborate effectively with teammates to achieve common goals.
Essential Skills:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with agency management systems (e.g., Epic).
- Strong attention to detail and organization skills.
- Excellent communication and listening abilities.
- Adaptability in a fast-paced environment.
Your Benefits
- We don’t just give you a laptop; we provide an extra monitor because two screens are better than one.
- You'll receive HMO coverage from day one—not just for you, but also for a dependent (yes, private room benefits included).
- Access to legal or financial advice for you and your family.
- Personal loans available through our salary finance platform.
- P1,000,000 life insurance coverage—because we’ve got your back.
- Above industry-standard leave credits, including additional client-specific entitlements.
- Enjoy welcome gifts, monthly lunches with CEO updates, talent nights, gratitude celebrations, and more.
- Referral bonuses that could take you on a trip for two to Bali!
Company Name: GOTEAM
Achievements
- Consistently raising the bar in employee engagement with an 85% score—leaving the global average of 23%, the US average of 33%, and even best practice organizations at 70% in the dust.
- Certified as a Great Place to Work for four years running.
- Over 1,000 employees strong, with no plans to slow down.
At GOTEAM, we celebrate diversity and create an environment where personal and professional growth is the norm. Our commitment to innovation is reflected in our 85% employee engagement score.
Mission
We aim to provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.
Location:
Headquartered in the Philippines, with ambitious plans to expand globally by 2025.
Work Set-up
Home
Job Title: Client Service Associate (VA)
Company: GOTEAM
Location and Workplace: Remote
Salary: UP TO P38,000 depending on experience
Summary: As a Client Service Associate, you will provide prompt, accurate, and thoughtful support for clients and prospects with premiums of $20,000 or less. Your role will involve various tasks to ensure effective client management and satisfaction.
About The Job
Key Duties:
Essential Skills:
Your Benefits
Company Name: GOTEAM
Achievements
At GOTEAM, we celebrate diversity and create an environment where personal and professional growth is the norm. Our commitment to innovation is reflected in our 85% employee engagement score.
Mission
We aim to provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.
Location:
Headquartered in the Philippines, with ambitious plans to expand globally by 2025.
Work Set-up
Home
Company: GOTEAM
Location and Workplace: Remote
Salary: UP TO P38,000 depending on experience
Summary: As a Client Service Associate, you will provide prompt, accurate, and thoughtful support for clients and prospects with premiums of $20,000 or less. Your role will involve various tasks to ensure effective client management and satisfaction.
About The Job
Key Duties:
- Provide Client Executive support efficiently.
- Learn and navigate Epic, our agency management system:
- Complete activities assigned by Client Executives.
- Enter new prospects or clients and policy lines into Epic.
- Manage download activities and exceptions.
- Conduct data entry into PL Rater for accurate quoting.
- Instruct the invoicing team for accurate transactions.
- Issue certificates, evidence of insurance, and ID cards.
- Maintain Surplus Lines documentation within Epic.
- Assist with issuing policies when required.
- Send welcome emails on behalf of the Client Executive.
- Champion renewal and remarket tasks, including quote preparation.
- Craft accurate documents using Microsoft Word, Excel, and PowerPoint.
- Provide backup support to team members in their absence.
- Accept accountability for personal actions and decisions.
- Adapt to changing environments and prioritize tasks effectively.
- Show attention to detail and maintain organization in planning.
- Demonstrate a positive attitude and proactive approach.
- Respond promptly to customer inquiries and ensure satisfaction.
- Collaborate effectively with teammates to achieve common goals.
Essential Skills:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with agency management systems (e.g., Epic).
- Strong attention to detail and organization skills.
- Excellent communication and listening abilities.
- Adaptability in a fast-paced environment.
Your Benefits
- We don’t just give you a laptop; we provide an extra monitor because two screens are better than one.
- You'll receive HMO coverage from day one—not just for you, but also for a dependent (yes, private room benefits included).
- Access to legal or financial advice for you and your family.
- Personal loans available through our salary finance platform.
- P1,000,000 life insurance coverage—because we’ve got your back.
- Above industry-standard leave credits, including additional client-specific entitlements.
- Enjoy welcome gifts, monthly lunches with CEO updates, talent nights, gratitude celebrations, and more.
- Referral bonuses that could take you on a trip for two to Bali!
Company Name: GOTEAM
Achievements
- Consistently raising the bar in employee engagement with an 85% score—leaving the global average of 23%, the US average of 33%, and even best practice organizations at 70% in the dust.
- Certified as a Great Place to Work for four years running.
- Over 1,000 employees strong, with no plans to slow down.
At GOTEAM, we celebrate diversity and create an environment where personal and professional growth is the norm. Our commitment to innovation is reflected in our 85% employee engagement score.
Mission
We aim to provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.
Location:
Headquartered in the Philippines, with ambitious plans to expand globally by 2025.
Work Set-up
Home