Customer Operations Associate - Philippines

Posted One Month Ago
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Manila, Metro Manila, National Capital Region, PHL
In-Office
Entry level
Insurance • Financial Services
The Role
Engages customers by phone to explain insurance products, process sales, and provide customer service. Responsibilities include telesales, upselling and cross-selling, product and claims inquiries, customer registration, data entry, claims investigation and settlement, fraud detection, and coordination with medical providers. The role requires meeting sales and contact center metrics while communicating accurately and respectfully with customers.
Summary Generated by Built In

About Turaco

Most people in Africa have never had insurance. We're changing that. Turaco's mission: free people from the fear of financial shocks. We build affordable, simple insurance into the everyday transactions people already make — partnering with banks, MFIs, SACCOs, fintechs, and telcos that serve emerging consumers.

Since launching in 2019, we've reached 7+ million customers across Kenya, Uganda, Ghana, Nigeria, Zambia, and Pakistan. In 2026, we landed at #29 on the Financial Times' Africa's Fastest Growing Companies list and took home Innovation of the Year at the African Insurance Awards. We're in the claims-paying business — and we take that seriously. 

We build diverse, inclusive teams on purpose — our differences make us stronger. Turaco prohibits discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic. Curious about us? Visit www.turaco.insure.

About the role

This role is the direct contact between Turaco and customers/policy holders. The Customer Operations Associate will speak with customers over the phone to explain insurance products, benefits, and payment methods to customers. The Associate will also upsell and cross-sell other products that are useful to the customer. 

Roles and responsibilities

Telesales 

  • Engage at least 100 customers daily on the phone to upsell or cross-sell Turaco products while offering excellent customer service.
  • Follow up and close on initial sales contacts.
  • Adjust the sales script provided to better meet the needs and interests of specific individuals within the potential customer list provided.
  • Achieve agreed-upon sales targets within the stipulated schedule. 

Contact Center

  • Explain technical product features and answer potential and existing customer questions about Turaco products.
  • Understand and strive to meet or exceed Customer Operations center metrics while providing excellent, consistent customer service.
  • Product Knowledge: Learn and understand all products and partnerships undertaken by Turaco.
  • Register new customers in our database and other data entry requests as needed.
  • Address customer inquiries regarding products and claims submission, amongst others in a timely manner.
  • Respond efficiently and accurately to callers, explaining possible solutions and ensuring that customers feel valued.

Claims Administration

  • Initiate, investigate, and process claims reported by Customers.
  • Effectively communicate with customers, medical service providers, and co-workers to obtain all information needed to complete claims investigations.
  • Obtain and review claim information, company policies, and insurance policy details to decide on the approval and/or settlement.
  • Settle insurance claims by evaluating the facts of a customer's situation surrounding the claim, the documentation provided, and determining whether the loss is covered.
  • Detect fraud and deploy mitigation techniques while safeguarding customer dignity.

Qualifications, Skills, and Experience 

  • Live Turaco’s values – Push boundaries, Work with excellence, and Profound respect for the individual
  • A College diploma or Bachelor’s Degree (or equivalent post-secondary qualification) from an accredited Institution.
  • Previous telesales experience, in a call center, or retail/service center where you have been selling a product or service to a customer directly,  preferred. 
  • Fluency in English and Filipino is a requirement for this role. The ability to communicate with customers who speak your native language (mother tongue) is an added advantage. 
  • Able to constantly operate a computer and record data with proficiency.
  • Exceptional customer service with exceptional verbal and written communication skills. 

Application Instructions

Once you click the “Apply button,” you will be required to; 

  • Share your details and upload your CV.
  • Answer a questionnaire with 4 areas. To answer, make sure the device you are using can support typing and has a microphone and camera. 

Skills Required

  • College diploma, bachelor's degree, or equivalent post-secondary qualification from an accredited institution
  • Fluency in English and Filipino
  • Proficiency operating a computer and recording data
  • Exceptional customer service and verbal and written communication skills
  • Previous telesales, call center, or direct product or service sales experience
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The Company
HQ: Nairobi
177 Employees
Year Founded: 2019

What We Do

Turaco provides simple and affordable insurance products to underserved customers through technology-enabled, white-labeled partnerships with Africa's top brands. As Africa's leading insurtech, our vision is to insure the next 1 billion people and our mission is to act as a safety net, freeing people from the fear of financial shocks

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