Client Communication and Reports Specialist

ProView Global; Philippines; On-site; PHP 335,000 - 446,000; Full time

Job summary

ProView Global in the Philippines is seeking a detail‑oriented CSR to handle customer inquiries about benefits, process transactions daily on the client’s platform, and generate reports on portal activity and metrics. You will maintain professional communications with client teams and document interactions per procedures.

The role requires a Bachelor’s degree (or equivalent experience) and 1+ year of process-driven work, with strong MS Excel skills and willingness to work varied shifts.

Qualifications

• Bachelor’s degree or equivalent work experience (2+ years CSR experience is a plus).
• 1+ years’ experience with a process- and detail-oriented function is desirable.
• Proficient with learning and using various computer applications, especially MS Excel.
• Ability to work with multiple source files and apply client requirements to transactions.
• Strong verbal and written communication skills.
• Willingness to work extended hours or alternate shifts (holidays/weekends/nights).

Responsibilities

• Receiving and addressing customer inquiries via email or call regarding benefits.
• Processing transactions on a daily basis using the client’s benefits platform.
• Creating reports related to website/portal activity and call/email statistics.
• Communicating professionally with client counterparts and providing accurate information.
• Documenting all customer interactions according to procedures.
• Ensuring compliance with U.S. Cafeteria Plan rules and regulations.
• Collaborating with Benefits Administration Team to optimize tools and deliver monthly reports.
• Applying reporting standards to report configuration and ensure data integrity.

Skills

CSR experience

Verbal communication

Written communication

Attention to detail

Education

Bachelor’s degree or equivalent work experience

Tools

MS Excel

Job description

What is the job?

Receiving and addressing customer e-mails/calls and processing transactions regarding benefits e-mails and benefit-related activities on a daily basis using the client’s benefits administrations platform.

Some of the tasks you need to do:

• Responding to customer benefits inquiries and requests via email or call
• Providing timely responses to customer benefits email inquiries and requests, in adherence to the client SLAs
• Creating reports related to customer website/portal activity, call/email statistics and other data requested by the client
• Communicating professionally with client counterparts and providing accurate information as made available through the resources and tools
• Accurately documenting all customer interactions according to procedures
• Ensuring compliance to U.S. Cafeteria Plan rules and regulations
• Working with the Benefits Administration Team and other client resources, as necessary, to optimize available tools, ensuring timely completion and delivery of required monthly reports
• Applying all reporting standards to report configuration and development; ensuring formatting and data content integrity for all reports generated and provided

Skills/Requirements needed for the job:

• Bachelor’s degree or equivalent work experience (2 or more years of CSR experience is a plus)
• 1 or more years’ experience performing a process- and detail-oriented function desired but not required
• Proven comfort level with learning and working with various computer applications, specifically MS Excel
• Ability to work with multiple source files and apply knowledge from various client requirements to day-to-day transactions
• Good verbal and written communication skills
• Willingness to work extended hours or alternate shifts as necessary (may include holidays, weekends or nights