Remote Client Interview Specialist

Sun Life Financial; Philippines; On-site; PHP 335,000 - 469,000; Full time

Job summary

Sun Life Financial in the Philippines is seeking a call centre interviewer to conduct tele-interviews with clients, documenting health, medication, and lifestyle information for the case process. You will coordinate callbacks, relay updates to advisors, and guide clients through next steps, including transfers to other units when needed.

The role emphasizes equal opportunity and accessibility for Persons with Disabilities.

Qualifications

• Equal opportunity employer; welcoming applications from Persons with Disabilities.

Responsibilities

• Conduct tele-interviews with clients and document answers while collecting confidential health and lifestyle information.
• Arrange callbacks for clients not available and update advisor on case status via CSW or phone.
• Answer clients' questions about the next steps and transfer to other units when requested.

Job description

Sun Life Financial in the Philippines is seeking a call centre interviewer to conduct tele-interviews with clients, documenting health, medication, and lifestyle information for the case process. You will coordinate callbacks, relay updates to advisors, and guide clients through next steps, including transfers to other units when needed.

The role emphasizes equal opportunity and accessibility for Persons with Disabilities.