Representative, Client Services

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☞ CÔNG TY TNHH BẢO HIỂM NHÂN THỌ SUN LIFE VIỆT NAM

View: 121

Update day: 16-04-2024

Location: Phu Yen Thanh Hoa

Category: Consulting / Customer Service Sales Insurance

Number of recruitment: 1 người

Position: Nhân viên

Salary: Thoả thuận

Experience: 1 năm

Gender: Không yêu cầu

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Job description

Job purpose

  • On behalf of Sun Life Viet Nam and business, responsible for communicating to walk-in Client and Advisor at
    counter or via phone. They have to answer questions, resolve problems, process transaction, collect cash and
    resolve any emerging problems that our client/advisor might face with accuracy and efficiency.
  • Objective of this job: perform a client service standard and handle daily works without error rate at location by
    in-deep special knowledge, technical, product, workflow, professional in service.
  • In overall, Client Service Representative is expected to perform an excellent service and skilled at process all
    requests.

Major accountabilities

  • Process daily transactions smoothly including: new application kit, policy change requests, cash collection,
    complaint… without error rate or pending. 30%
  • Underwriting claim requests (minor claim and major claim), ensure all claim request are in Term &
    Condition and sufficient docs. 10%
  • Ensure all receipts will be well-managed without error including: issue, take back, audit. 15%
    Monitors all outstanding/ unresolved/ referred cases/requests; coordinates with the back-end support unit
    until cases closed based on turnaround time. 15%
  • On behalf of Sun Life Viet Nam, CS officer play an ambassador role to deliver standard/professional
    service to all walk-in client/advisor or via phone.20%
  • Ensure cash deposit in bank daily and complete all daily necessary reports for business/sale force. 10%

Job requirement

  • Service oriented mindset
  • Ability to analysis and handle issues at counter
  • Ability to multi-task, prioritize, and manage time effectively
  • Strong communication
  • Coaching and training regularly capability
  • Good command of PC skill (Excel, Word, Access), team working, English (basic in speaking and writing)

Job benefit

  • Salary negotiate,
  • Allowance money
  • Social insurance
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Deadline: 16-05-2024

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