
Retirement (401K Plan) Representative
2 weeks ago
Basic Qualifications:
- Bachelor's Degree Holder or at least completed 2 years in college
- Preferably with more than 2 years of BPO experience
- Preferably with financial, annuity, life insurance and retirement/401K background
- Must be amenable to work onsite in Taguig and in shifting or night shift schedules
Job Description:
- Interacts with customers by answering and resolving customer needs by having strong knowledge of multiple products through different channels including messaging, social mediate, web cat, email and phone.
- Responsible for ensuring consistent and superior experience for customer while incorporating the established service processes in all interactions.
- Communicate effectively with internal and external clients regarding customer issues and concerns and ensures clients needs are met by providing consolidated, timely, and complete reporting and updates.
- Prioritize and process daily work to meet customer service needs, as well as ensuring timely and accurate completion of customer and client requests.
- Recognize and research unusual or complex situations and provide prompt feedback to clients management, and internal and external customers. Propose solutions to meet both client/customer and business unit needs.
- Maintain a comprehensive understanding of our processing system, product suite and relevant industry knowledge.
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