Senior Officer, Client Service Delivery
Core
Deliver omni-channel client and advisor service, drive digital adoption and self-service, and strengthen service quality controls for life insurance clients.
Role type
Senior IC client service delivery officer
Builds
Client service journeys and digital self-service capabilities
Domain
Life insurance / Financial services
Deliverable
client delivery
Required skills
Customer service, problem-solving, digital mindset, analytical skills, Microsoft Excel, Microsoft PowerPoint
Preferred skills
Life insurance servicing knowledge, process improvement, UAT, change implementation, Cantonese, Putonghua
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Handle walk-in, email, and assigned service requests; guide clients to digital self-service options; maintain service procedures and support quality checking; share knowledge and support colleagues on service enquiries and procedures.
Seniority
Senior, hands-on IC