Customer Connect Senior Associate

FWD Insurance; Taguig; On-site; PHP 223,000 - 391,000; Full time

Job summary

FWD Insurance in the Philippines is seeking a customer-focused applicant to support Insurance operations and Life Claims touchpoints. The role emphasizes timely queries handling across inbound, outbound, chat, email and social media, with a strong emphasis on accuracy and service quality.

The ideal candidate is a college graduate with 1–2 years in insurance operations, bank/financial service or hospitality exposure, and a client-centered mindset.

Qualifications

• Must be college graduate; business-related or pre-med course preferred.
• With at least 1 to 2 years of experience working in Insurance operations and/or Life Claims operations is an advantage.
• Preferably with customer service experience from a bank/financial institution, hotel and hospitality industry, marketing & sales in a similar role are encouraged to apply.
• Experience in a client service-oriented role would be highly regarded specifically in all customer touchpoints – Inbound, Outbound, Chat, Email, and Social Media.

Responsibilities

• Timely handling of Incoming and Outbound queries in assigned platforms.
• Meet and Exceed internal KPI metrics (AHT, service level and productivity)
• Ensure proactive handling of all Policyowner request, by timely facilitating the requests to the assigned cross functional team and proactively update FWD policyowners until completion of the case.
• Resolve minor complaints 90% of all cases handled within the expected turnaround time.
• Conservation activities with policyowners.
• The end-to-end handling of minor complaints, not requiring escalation, such as delayed processing, follow ups, and error in transaction handling.
• Performs other responsibilities and duties periodically assigned by supervisor related to team projects or the like, in order to meet operational and team requirements.

Education

College degree (business-related or pre-med preferred)

Job description

Job Description:

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

To deliver the desired customer experience through quality and speedy decisions in all customer interfaced transactions. This job will also ensure that the right and fair resolutions are made ALL the time.

The job will manage the pro-active and timely coordination of aftersales transactions with Customer Connect Service Delivery cross functional team.

1. Service Functions:

• Timely handling of Incoming and Outbound queries in assigned platforms.


• Meet and Exceed internal KPI metrics (AHT, service level and productivity)


• Ensure proactive handling of all Policyowner request, by timely facilitating the requests to the assigned cross functional team and proactively update FWD policyowners until completion of the case.


• Resolve minor complaints 90% of all cases handled within the expected turnaround time.


• Conservation activities with policyowners

2. Minor Complaints Resolution:

• Responsible for the end-to-end handling of minor complaints, not requiring escalation, such as delayed processing, follow ups, and error in transaction handling.


• Clearly identifies and defines issues raised by customers.


• Undertakes the review of complaints following a high professional standard.


• Tracks the activities of action items for complaints closure.


• Facilitates the closure of minor complaints.

3. Performs other responsibilities and duties periodically assigned by supervisor related to team projects or the like, in order to meet operational and team requirements.

Job Requirements:

• Must be college graduate; business-related or pre-med course preferred.


• With at least 1 to 2 years of experience working in Insurance operations and/or Life Claims operations is an advantage.


• Preferably with customer service experience from a bank/financial institution, hotel and hospitality industry, marketing & sales in a similar role are encouraged to apply.


• Experience in a client service-oriented role would be highly regarded specifically in all customer touchpoints – Inbound, Outbound, Chat, Email, and Social Media.

Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.