Representative, Client Services

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Ngày cập nhật: 10-12-2024

Địa điểm: Phú Yên Thanh Hóa

Ngành nghề: Bán hàng Tư vấn - Chăm sóc khách hàng Bảo hiểm

Số lượng tuyển: 1 người

Vị trí: Nhân viên

Mức lương: Thoả thuận

Kinh nghiệm: 1 năm

Giới tính: Không yêu cầu

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Mô tả công việc

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%

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)

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