Customer Service Representative

At Asiacruit we connect top talent with forward-thinking organizations across industries. Our mission is to help businesses grow through smart strategic and people-focused solutions. We support companies by providing high-quality Philippine-based talent for local and global markets. If you are service-oriented reliable detail-minded and committed to helping customers we invite you to apply.

We are seeking a Customer Service Representative for the Insurance & Accounting Industry to support customer inquiries resolve service requests and coordinate next steps with internal teams. This role will handle inbound and outbound communication assist with policy and billing questions support payment-related inquiries and maintain accurate customer records.

The ideal candidate is professional empathetic and able to manage multiple requests while maintaining accuracy and confidentiality. You will work closely with insurance accounting finance claims underwriting billing and operations teams to ensure timely resolution and a positive customer experience.

• Respond to customer inquiries via phone email and approved communication channels in a courteous and timely manner.

• Provide accurate information about insurance and accounting-related processes policies billing and documentation requirements.

• Collect necessary details from customers and confirm account or policy information according to company procedures.

• Log track and update customer requests in the appropriate systems ensuring information is complete and actionable.

• Resolve routine requests independently; escalate complex sensitive or high-risk issues to the appropriate team.

• Follow up on outstanding items (documents approvals payment status and service tickets) and communicate updates to customers.

• Maintain a service-first attitude while ensuring compliance with internal policies and quality standards.

• Assist customers with common insurance inquiries such as policy status endorsements renewals and basic document requests.

• Coordinate collection of missing information or supporting documents from customers and relevant internal teams.

• Support processing of routine requests related to premium billing commission inquiries and carrier correspondence (as applicable).

• Verify documentation completeness (forms certificates invoices and related records) before routing to the next step.

• Support customer inquiries related to invoices statements payment status and payment/receipt confirmation.

• Gather and validate billing information and coordinate with accounting or finance teams to address discrepancies.

• Assist with preparing and sending customer-facing updates and summaries when required by process.

• Ensure customer records and billing notes are accurately documented and reflected in the appropriate systems.

• Maintain accurate up-to-date customer information in CRM/case management systems spreadsheets and internal databases.

• Use templates knowledge base articles and standard scripts to provide consistent responses.

• Prepare and update tracking logs service status reports and other operational documentation as needed.

• Perform routine quality checks to ensure that details captured from customers are correct and complete.

• Protect confidential customer policy billing and financial information at all times.

• Follow established procedures for access controls data handling and documentation retention.

• Maintain accurate records of communications actions taken and outcomes for audit readiness.

• Adhere to company compliance requirements and escalation workflows.

• Perform other customer service insurance support and accounting-related duties as assigned.

• Associate degree or bachelors degree in Business Administration Accounting Finance Insurance Communications or a related field.

• 1 year of experience in customer service call center support insurance support accounting/billing support or a related role.

• Strong English communication skills both written and verbal.

• Professional phone and email etiquette with the ability to remain calm and helpful in all situations.

• Comfort working with case management systems CRMs and online tools; ability to learn new platforms quickly.

• Strong attention to detail and ability to handle accurate recordkeeping across multiple systems.

• Basic understanding of billing concepts (invoices statements payment status) and related documentation.

• Ability to manage multiple priorities meet service timelines and follow standard procedures.

• Ability to handle confidential information with discretion and professionalism.

• Reliable internet connection a suitable home office environment and ability to work effectively with remote or international teams.

• Experience supporting an insurance agency insurance carrier financial services firm or accounting-focused organization.

• Familiarity with insurance basics (policy status renewals endorsements documentation requests) and common billing workflows.

• Experience using CRM/case management tools policy administration systems or billing/ticketing platforms.

• Experience handling payment-related inquiries customer statements and invoice verification processes.

• Knowledge of confidentiality and privacy practices relevant to customer and financial data.

• Experience working with U.S. insurance accounting privacy or financial documentation practices.

• Join a supportive team focused on delivering great customer experiences across insurance and accounting operations.

• Develop practical skills in customer support insurance service coordination and billing/payment inquiry workflows.

• Build valuable communication problem-solving and operational accuracy through cross-functional collaboration.

• Make a meaningful impact by helping customers receive timely updates clear answers and efficient resolutions.

• Receive competitive compensation and opportunities for professional development and career growth.

• Work in a collaborative international environment with exposure to diverse teams and industry professionals.