Conversational Commerce Agent

Duties and Responsibilities

• Respond to client inquiries across digital platforms in a timely and professional manner
• Provide accurate information about HMO, Life Insurance, and other healthcare-related products and services
• Assess client needs and recommend suitable insurance or healthcare plans based on budget, lifestyle, and requirements
• Assist clients throughout the application process, including gathering requirements and encoding client details
• Provide step-by-step guidance on payment procedures, policy activation, and enrollment confirmation
• Follow up on pending applications, renewals, and incomplete requirements
• Handle after-sales concerns, including policy updates, claims assistance coordination, and general inquiries
• Maintain accurate records of conversations, client profiles, and transaction history
• Ensure consistent engagement with potential and existing clients to improve conversion and retention rates
• Promote a customer-first, solution-oriented approach in all interactions

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Communication, Healthcare Management, or related field (preferred)
• Experience in customer service, sales support, insurance, HMO, or healthcare industry is an advantage
• Strong written communication skills in English and Filipino (Taglish proficiency preferred)
• Familiarity with digital messaging platforms and CRM or chat-based systems
• Ability to multitask and manage multiple conversations efficiently
• Customer-oriented, patient, and solution-focused mindset
• Basic understanding of HMO, Life, or Non-Life Insurance products is an advantage
• Strong attention to detail and organizational skills
• Ability to work in a fast-paced, digital-first environment
• Willingness to work on shifting schedules if required