Customer Service Associate and Analyst Roles - Insurance Account (Alabang)

JOB DESCRIPTION:

• Review completeness and compliance of all documents received.
• Verify accuracy of agent and license information.
• Analyze information to determine proper handling of work.
• Encode agent, license and commission information in the system accurately.
• Update existing agent record in the system, if needed.
• Create and post correspondences, if needed.
• Identify the next process based on the workflow and create necessary transactions.
• Performs other task that may be assigned from time to time by Team Leader, Manager, Director.

SKILLS AND QUALIFICATIONS:

Associate Role

• Open to college graduates and undergraduate who have completed at least 2nd year

• Must have 1 year of experience in financial/healthcare/retirement/insurance accounts

• Proficient in Microsoft applications
• Must be willing to work full time onsite in Muntinlupa, Alabang
• Must be flexible with shifts
• Ability to adhere to current performance tool that team uses
• Coachable - Seeks out and accepts feedback to improve personal performance

Analyst Role

• Open to college graduates and undergraduate who have completed at least 2nd year

• Must have 2 years experience in retirement/insurance accounts

• Proficient in Microsoft applications
• Must be willing to work full time onsite in Muntinlupa, Alabang
• Must be flexible with shifts
• Ability to adhere to current performance tool that team uses
• Coachable - Seeks out and accepts feedback to improve personal performance

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