PCALT | 櫃枱服務專員
Core
Provide policy consultation and accept application documents for walk-in customers, and execute benefit payments such as dividends and maturity benefits.
Role type
Front desk customer service specialist
Builds
Policy administration and benefit payment processing
Domain
Insurance
Deliverable
client delivery
Required skills
Policy consultation, application document processing, benefit payment execution
Responsibilities
Provide policy consultation to walk-in customers, Accept application documents, Execute benefit payments (dividends, maturity benefits)