Customer Care Assistant (Legazpi)

Insular Life Assurance Co., Ltd.; Legazpi; On-site; PHP 180,000 - 280,000; Full time

Job summary

Insular Life Assurance Co., Ltd. in Legazpi City is seeking a Customer Care Assistant to deliver quality service to policyholders, agency force, and relationship managers, following established servicing standards to help the company grow and improve profitability.

The ideal candidate will have a four-year degree, at least one year in service-oriented transactions, be computer literate, and possess strong written and verbal communications and customer service orientation.

Qualifications

• Must have a four-year degree.
• At least one year work experience in service-oriented transactions.
• Must be computer literate.
• Good written and verbal communication skills.
• Excellent customer service orientation and skills.
• Willing to work in Legazpi City, Bicol.

Responsibilities

• Performs New Business functions ensuring compliance to guidelines and set parameters.
• Provides assistance to the agency force regarding concerns on Accountable Forms and APRs.
• Addresses policy-related concerns and processes requests such as VUL After-Issue transactions, policy loans, amendments, dividend withdrawals, surrenders, maturities, reinstatement applications and other servicing requests within limits of authority.
• Ensures efficient management of premium collection and disbursement.
• Provides technical, clerical and service support to the Regional/District/Service Office.

Skills

Communication

Computer literacy

Customer service

Education

Four-year degree

Job description

JOB PURPOSE:

The Customer Care Assistant will provide quality service to the policyholders, agency force and UBP Relationship Managers and Financial Advisers, based on established servicing standards in order to contribute to the attainment of the Company’s growth, profitability, servicing and productivity targets

PRINCIPAL ACCOUNTABILITIES:

• Performs New Business functions ensuring compliance to guidelines and set parameters

• Provides assistance to the agency force regarding concerns on Accountable Forms and APRs

• Addresses policy-related concerns and processes requests such as VUL After-Issue transactions, policy loans, amendments, dividend withdrawals, surrenders, maturities, reinstatement applications and other servicing requests within limits of authority

• Ensures efficient management of premium collection and disbursement

• Provides technical, clerical and service support to the Regional/District/Service Office
  

THE IDEAL CANDIDATES FOR THE ROLE:

• The incumbent must be a graduate of any four (4) year course.

• With at least one (1) year work experience in service-oriented transactions.

• Must be computer literate.

• With good written/verbal communication skills.

• Must have excellent customer service orientation and skills.

• Must be willing to work in Legazpi City, Bicol.