Mandarin Tele-Interviewer: Client Interviews & Case Updates

Sun Life Financial; Philippines; On-site; PHP 290,000 - 424,000; Full time

Job summary

Sun Life Financial in the Philippines seeks a Call Centre professional to conduct a recorded interview with clients and document both medical history (health and medication) and lifestyle details for accurate case records.

You will coordinate callbacks when clients are unavailable, share case updates with advisors, and respond to questions about next steps, including transferring clients to the appropriate units upon request.

Responsibilities

• Conduct tele interview with client and document medical history (health and medication) and non-medical (lifestyle) information.
• Arrange callbacks for clients who are not available.
• Inform the advisor of case updates using CSW and/or over the phone.
• Answer client questions about the next steps and transfer the client to other units upon request.

Job description

Sun Life Financial in the Philippines seeks a Call Centre professional to conduct a recorded interview with clients and document both medical history (health and medication) and lifestyle details for accurate case records.

You will coordinate callbacks when clients are unavailable, share case updates with advisors, and respond to questions about next steps, including transferring clients to the appropriate units upon request.