23K All in pay + fixed dayshift and weekends off | Non-Voice + CSR Financial

1 - 6 years
Metro Manila / NCR

Job Description

  • We’re an outsourcing provider with a difference—offering clients flexible engagement models backed by our solid suite of shared support services. As a Financial Support Agent, your role is vital in keeping our customers happy and contributing to our organization’s growth and success.

    As an Acquire BPO employee, you are responsible for complying and enforcing policies and procedure designed to achieve information security. You are also responsible for protecting credit card, personal and/or sensitive personal information that you may handle or process during your employment in Acquire BPO.


    You are an important component in the business, working alongside our Salesforce Team to ensure our customers are given excellent service in relation to their application. As a Financial Support Agent, you’ll do administrative follow up tasks with clients via email regarding renewals, dishonoured payments, application progress milestone updates and providing information about their policies.

    Your day could see you:

    • Data entry of insurance applications into Salesforce.

    • Open and maintain client’s accounts.

    • Tracking progress of insurance applications and superannuation roll over statuses.

    • Keeping stakeholders updated throughout the process.

    • Logging all activities / communication related to a client’s application.

    • Transposing information across government forms.

    • Managing leads and data entry into Salesforce.

    • Document management via google drive.

    • Transposing and checking completed forms against supporting documentation.

    • Requesting information from superannuation companies via a phone call.

    • Logging all activities / communication related to a client’s application.

    • Input data obtained from phone calls into preformatted document.


    • Proven customer support experience

    • Track record of over-achieving quota

    • Strong phone contact handling skills and active listening

    • Customer orientation and ability to adapt/respond to different types of characters

    • Excellent communication and presentation skills

    • Ability to multi-task, prioritize and manage time effectively


    • High accuracy and efficiency rating (productivity).

    • Excellent feedback from customers, brokers and clients.

    • Achievement of all company and client-set KPIs.


    We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

    • Ambition: Voice and measure your goals.

    • Collaboration: Brilliant jerks can be brilliant elsewhere.

    • Impact: Do, get it done, create impact.

    • Judgement: Make wise judgement calls, putting the team and business at heart.

    • Leadership: Continuous improvement starts with independent action.

    • Leverage: Do more with less, master the art of leverage.

    • Passion: Be positive, bring passion and energy.

    • Transparency: A transparent team can help each with other.

    Apply at our Ortigas, Eastwood, Shaw, and BGC recruitment centers:

    Mezzanine floor, Robinsons Cyberscape Beta, Topaz and Ruby Roads, Ortigas Center Pasig City

    Upper Ground Floor Worldwide Corporate Center (WCC), Shaw Blvd., Mandaluyong City

    Ground Floor Bonifacio Technology Center, 31st Street corner 2nd Avenue, Bonifacio Global City, Taguig City

    6th Floor, 1800 Building, Eastwood Drive, Libis, Quezon City

    We are open from Monday to Friday, 8am-4pm.

    For faster processing, text: NVFIN(space) FULL NAME (space) YES or NO (for BPO experience) send to 09065605043

Company Information/ Profile

Acquire BPO is an award-winning global outsourcer with over 7,000 employees operating out of 12 state-of-the-art facilities in the Philippines, the Dominican Republic, Australia and the United States. We are one of the fastest-growing BPO companies and Australia’s largest outsourcer to the Philippines.

We provide contact center, BPO, marketing and animation solutions to private and publicly listed clients from around the world across a wide range of industries including telecommunications, banking and financial services, insurance, media, education and retail.

Acquire is dynamic organization with possibilities to take your career to the next level. We are looking for strong candidates with BPO experience to join our growing team. We value our employees highly and, as such, offer excellent career development programs and competitive compensation and benefits packages.

Apply with us today and #AcquireTheALife.

ACQUIRE BPO is committed to providing quality services to you and takes your privacy very seriously. The information collected through this site will only be processed with your prior consent and for the purpose of facilitating your employment opportunities. Please refer to our Privacy Policy at



Functional Area

Customer Service/Call Centre/BPO


Other Customer Service

Employment Type

Full Time, Employee


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