Financial Planning admin - australian Financial Planning backgroundBeepo, Inc.
Salary: Agreement
Work form: Full time
Posting Date: 08/11/2023
Deadline: 22/11/2021
Description
Beepo is a Probe Group company, a full service Australian owned outsourcing company, with a team of 15,000 across 6 countries - the largest and most diverse Australian owned customer experience outsourcing provider.
Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.
You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.
Duties and Responsibilities:
• Communicate and liaise with insurers
• Manage incoming calls, emails and daily mail
• Prepare documentation and application forms for new clients
• Assist in preparing insurance quotes and implementation of insurance
• Assist Financial Planners in client management and inquiries
• Assist clients with their inquiries including but not limited to bank details, updating of addresses, policy changes
• Manage and update data into XPlan
• Keep comprehensive file notes
Qualifications and Experience:
• Degree in Accounting, Business Management or related
• Background in Australian Financial Planning Admin/Life Insurance/Income Protection
• Experience in data entry and CRM management
• Proficient in Microsoft Office 365
• Excellent communication skills both verbal and written
• Exceptional attention to detail and organisational skills
• Self-motivated
• Quick learner
• Team player
• Ability to work within deadlines
• Desire to learn and develop in the industry is highly valued
• Knowledge in XPlan software would be an advantage
Requirements
Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes
Beepo is a Probe Group company, a full service Australian owned outsourcing company, with a team of 15,000 across 6 countries - the largest and most diverse Australian owned customer experience outsourcing provider.
Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.
You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.
Duties and Responsibilities:
• Communicate and liaise with insurers
• Manage incoming calls, emails and daily mail
• Prepare documentation and application forms for new clients
• Assist in preparing insurance quotes and implementation of insurance
• Assist Financial Planners in client management and inquiries
• Assist clients with their inquiries including but not limited to bank details, updating of addresses, policy changes
• Manage and update data into XPlan
• Keep comprehensive file notes
Qualifications and Experience:
• Degree in Accounting, Business Management or related
• Background in Australian Financial Planning Admin/Life Insurance/Income Protection
• Experience in data entry and CRM management
• Proficient in Microsoft Office 365
• Excellent communication skills both verbal and written
• Exceptional attention to detail and organisational skills
• Self-motivated
• Quick learner
• Team player
• Ability to work within deadlines
• Desire to learn and develop in the industry is highly valued
• Knowledge in XPlan software would be an advantage
Requirements
Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes
Other Info
Pampanga, Central Luzon · 1 minute ago
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Beepo, Inc.
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About the company
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