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Customer Support Associate

1 week ago

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We're seeking a highly motivated and organized Customer Support Associate to join our Client Service Center team. In this role, you will be responsible for providing exceptional customer service and support to our clients, while also handling various administrative tasks.

About the Job

As a Customer Support Associate, you will be the first point of contact for our clients, answering their questions and resolving their issues in a timely and professional manner. You will also be responsible for maintaining accurate records, preparing reports, and performing other administrative tasks as needed.

Responsibilities
  • Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and courteous manner using the various Client Service Center applications/systems and ensures counter service levels are met; facilitates requests for processes beyond the scope of the Client Service Center.
  • Coordinates with backend support unit/dept and or Sr. CC staff for requests requiring changes and adjustments in their policy/plan records.
  • Scans new business and conversion applications (TRAD,VUL, MF and PN) following agreed upon guidelines/procedures using Client Center application systems and ensures service level targets are met.
  • Receives and processes payments for all three lines of businesses; issues official receipts, and accounts for said collections on a daily basis following agreed upon guidelines, procedures, and ensures service levels are met; handles Petty Cash Fund disbursement and replenishment, as applicable.
  • Prepares various pre-formatted correspondences and facilitates computation requests using various worksheets within the scope or authority limit. Handles Petty Cash Fund disbursement and replenishment. Participates in special projects and initiatives as required.
Requirements
  • Graduate of any 4-year course
  • 1-2 years work experience preferably in customer service