Associate 2 (Taytay CSC)
Core
Process payments, resolve client inquiries, and manage cash collections at a Client Service Center for life and mutual fund products.
Role type
Client Service Center Associate (Payments & Operations)
Builds
Client service operations for life insurance and mutual fund products
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Cash handling, payment processing, client inquiry resolution, office management, sales/marketing support, inventory management, report preparation
Preferred skills
Knowledge of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, SLOCPI, SLGFI, MF, TRAD, VUL
Responsibilities
Resolve client inquiries and requests at the counter; Process payments and issue official receipts; Manage petty cash and working funds; Scan new business applications; Perform sales and marketing tasks for one-man centers; Maintain office supplies and equipment inventory; Prepare monthly reports and confidential records.
