Customer Connect Senior Associate

2 weeks ago


Manila, National Capital Region, Philippines FWD Group Management Holdings Limited Full time
Customer Connect Senior Associate FWD Group Management Holdings Limited Manila, Philippines

Customer Connect Senior Associate FWD Group Management Holdings Limited Manila, Philippines Posted 14 days ago Permanent Competitive

Customer Connect Senior Associate

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance.

For more information, please visit

1 > Statistics > Life > 2022 > Based on Paid-Up Capital

2 > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent
To deliver the desired customer experience through quality and speedy decisions in all customer interfaced transactions. This job will also ensure that the right and fair resolutions are made ALL the time.

The job will manage the pro-active and timely coordination of aftersales transactions with Customer Connect Service Delivery cross functional team.

The customer may be an FWD policyowner, beneficiary, financial advisor or potential client.
1. Service Functions. Effectively address customer queries received from voice, live chat, social media and email touchpoints.

  • Timely handling of Incoming and Outbound queries in assigned platforms.
  • Meet and Exceed internal KPI metrics (AHT, service level and productivity)
  • Ensure proactive handling of all Policyowner request, by timely facilitating the request to the assigned cross functional team, and proactively update FWD policyowners until completion of the case.
  • Resolve minor complaints 90% of all cases handled within the expected turnaround time.
  • Conservation activities with policyowners
  • SME/POC tasks - answering queries from other CCE/CCAs regarding customer concerns, process, product and system related queries
  • Act as a Point of contact during times when Team leader is unavailable.
2.Minor Complaints Resolution. Responsible for the end-to-end handling of minor complaints, not requiring escalation, such as delayed in processing, follow ups, and error in transaction handling.
  • Clearly identifies and defines issues raised by customers.
  • Undertakes the review of complaints following a high professional standard
  • Tracks the activities of action items for complaints closure.
  • Facilitates the closure of minor complaints.
3.Performs other responsibilities and duties periodically assigned by supervisor related to team projects or the like, in order to meet operational and team requirements.

Qualifications:
  • Must be college graduate; business-related or pre-med course preferred.
  • 1-3 years experience working in Insurance operations and/or Life Claims operations is an advantage.
  • Customer service experience from a bank/financial institution, hotel and hospitality industry, marketing & sales in a similar role are encouraged to apply.
  • Experience in a client service oriented role would be highly regarded specifically in all customer touchpoints - Inbound and Outbound, Live chat and Email
Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited ("Talocity") to manage the initial filtering of candidate's profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.

Job ID R

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