Customer Service Officer
Core
Handle enquiries and requests regarding Individual Financial Products administration via phone, live chat, and email, ensuring accuracy and compliance.
Role type
Customer Service Officer (Financial Products)
Builds
Support for Individual Financial Products administration and agent queries
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
telephone manner, interpersonal skills, typing (45+ wpm), PC literacy (Word/Excel), English and Chinese (written/spoken)
Preferred skills
customer service experience, IIQE certification, experience in call centre/service centre, knowledge of Life/Group Life/Medical insurance or financial products
Responsibilities
Handle and resolve agent queries and requests on products and services; Provide support to management and recommend productivity/service improvements; Ensure accuracy and compliance of all requests; Support ad-hoc tasks to achieve business needs