Tele-interviewer (Mandarin Bi-lingual)

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

Job Description

The interviewer's role is to, during a recorded interview, simultaneously interview the client and document the answers, collecting confidential information about the client's medical history (health and medication) and non-medical (lifestyle). As a key touch point with the client, responsibilities include completing the tele interview, arranging for calling back with clients that are not available, informing the advisor of updates on the case using CSW and/or over the phone Answering the client’s questions about the next step of the process up to transferring the client to other units upon request.

We are an equal opportunity employer and welcome applications from Persons with Disabilities

Job Category

Call Centre

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Together, we can make the future brighter.