Twoconnect

Outbound Sales Representative

Twoconnect

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Respond to inbound phone and email queries ensuring all customers receive timely, professional assistance.
  • Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
  • Confidently explain product features, benefits, inclusions, exclusions, and pricing for multiple insurance products.
  • Manage both B2C and B2B queries, including brokers, agents, and veterinary clinic partners.
  • Assist customers in understanding policy features, exclusions, and claim requirements.
  • Escalate complex or high-value issues to the appropriate internal teams.
  • Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
  • Ensure all customer interactions, updates, and policy details are logged accurately within CRM systems.
  • Handle post-sale enquiries including activation, document delivery, and basic amendment requests.
  • Monitor recurring themes in customer queries to improve support documentation and reduce friction.
  • Receive and verify early-stage claim submissions, ensuring required information is complete and correct.
  • Log, tag, and forward triaged claims to the Claims Processing team for further assessment.
  • Collaborate with team members to maintain a high standard of service delivery and sales performance.
  • Other position-level duties as instructed during quieter periods of the shift.

Requirements

  • 3–5+ years of experience in a customer service inbound/outbound role, ideally within the insurance or financial services industry.
  • Exceptional verbal and written communication skills; friendly, confident, and clear when interacting with customers.
  • Proven ability to handle multiple product lines and provide tailored recommendations.
  • Demonstrated ability to manage high-volume inbound calls and emails.
  • Strong attention to detail in data input, record keeping, and compliance processes.
  • Familiarity with CRM platforms and multichannel communication tools (phone/email).
  • Professional under pressure, able to prioritise, multitask, and handle escalations with care.
  • Sales-focused mindset with a genuine commitment to customer care and satisfaction.
Benefits
  • Work from home
  • Mon - Fri: 5:00 am – 2:00 pm PHT or 4:00 am – 1:00 pm PHT(*adjustments will be made for daylight saving time*)
  • HMO with 1 free dependent and medical reimbursements
  • Government-mandated benefits
  • Work from home allowances
  • Opportunities to work with leading companies in Australia and beyond
  • Training programmes for career development
  • Engaging company outings, team activities and wellness sessions
  • Supportive, inclusive culture
  • Dedicated managers focused on your growth and success
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicedata inputrecord keepingcompliance processessales conversionclaims processingproduct knowledgepolicy featuresclaim requirementsmultichannel communication
Soft Skills
verbal communicationwritten communicationattention to detailprofessionalismmultitaskingprioritizationcustomer careproblem-solvingteam collaborationescalation management