Insurance Officer
3 weeks ago
Job Summary
This role is crucial in providing exceptional after-sales services to existing bancassurance customers. The successful candidate will be responsible for generating appointments with customers via outbound servicing calls to enable the sales team to follow up.
Key Responsibilities
- Provide effective outbound call services to customers for problem payment, policy administration movement, and claims pending cases follow-up, ensuring a seamless customer experience.
- Deliver premium reminder calls (overdue and to-be-due) and policy revival applications for lapsed policies, enhancing persistency ratios for life insurance business.
- Handle regulated activities, including policy conversions, lump sum top-ups, MCH verifications, and other after-sales service requests, directly with customers.
- Perform clerical duties, such as handling incoming emails and voice mails, to ensure efficient communication.
- Generate appointments with customers via outbound servicing calls for sales team follow-up.
- Address customer inquiries related to policy details and handle customer dissatisfaction to turn it into positive services, building customer trust.
- Assist in preparing MIS reports as assigned.
- Support and participate in projects and ad-hoc tasks assigned by the supervisor.
- Collaborate with teammates to resolve customer issues quickly and efficiently.
Requirements
- Tertiary education
- Pass of IIQE paper I, III, and V
- Minimum 2-3 years of after-sales services experience in insurance/banking industry/outbound call/telemarketing
- Proficient in Microsoft Office
- Proficient in Cantonese, English, and Mandarin
- Good interpersonal and communication skills
- Candidates with more experience may be considered for the position of Senior Officer
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