Customer Service Associate - Insurance Account (Gateway, Cubao)
- Review completeness and compliance of all documents received.
- Verify accuracy of agent and license information.
- Analyze information to determine proper handling of work.
- Encode agent, license and commission information in the system accurately.
- Update existing agent record in the system, if needed.
- Create and post correspondences, if needed.
- Identify the next process based on the workflow and create necessary transactions.
- Performs other task that may be assigned from time to time by Team Leader, Manager, Director.
IMPORTANT before applying for a job internally:
- Review this application criteria.
- You must already possess the appropriate visas and/or work permits required to live and work in the country the job is based. Do not apply until you have confirmed these authorizations are in place, or the job description states that international applicants will be considered.
- If you apply and are selected for a job at a higher level, it will be offered at your current level. You will be considered for promotion at the next eligible promotion period,except where subject to local law or contractual obligations*.
*ICEG, France, Belgium, Luxembourg, Austria, and Germany: Promotions will be handled in accordance with local labor laws and works council agreements, where applicable).
Priority Skill
Customer Service
SKILLS AND QUALIFICATIONS:
Associate Role
- Open to college graduates and undergraduate who have completed at least 2nd year
- Must have 1 year of experience in financial/healthcare/retirement/insurance accounts
- Proficient in Microsoft applications
- Must be willing to work full time onsite in Gateway Cubao, Quezon City
- Must be flexible with shifts
- Ability to adhere to current performance tool that team uses
- Coachable - Seeks out and accepts feedback to improve personal performance
