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Customer Case Management Officer
52 minutes ago
- 34/F GT Tower, 6813 Ayala Avenue corner H.V. dela Costa Street, MAKATI CITY, PH, 1226
- MARKETING
- 14155
- 9
- Ann Margaret MARBELLA
- 14/01/2026
Job ID:
Main Responsibilities:
- Conducts review and investigation of L2/Complex cases that involve Life, Health, and General Insurance products and/or transactions, either Claim or Non-Claim Related
- Facilitates direct communications to customers/complainants related to the L2/Complex case via standard business channels (i.e., calls, emails and or face-to-face, as needed)
- Provide customer support through handling of transferred calls of customers/complainants with existing formal complaint cases from front line channels (e.g., Customer Care, etc.)
- Liaise with and update identified internal business units involved in the L2/Complex case as needed.
- Assess and recommend possible L2/Complex case resolution options for customers.
- Approve case resolutions that involve processing costs based on assigned authority limits.
- Facilitate required approvals to finalize case resolution(s) to be issued.
- Facilitate after-resolution processing requirements of customers/complainants for execution of Company-approved case resolutions.
- Provide additional support as necessary in cases escalated by customers to the Insurance Commission and other tribunals (if applicable)
Key Accountabilities:
- L2/Complex Case Management and Escalation Handling
- Quality and Process Compliance
- Productivity and Schedule Conformance Management
- After-Resolution Processing
- Additional Operational Support (SME and Company Representation, as necessary)
Experience and Qualifications:
- Problem Solving and Decision Making Skills
- Excellent Communication Skills (Written and Oral)
- Excellent Customer Service Skills
- Conflict Resolution and Negotiation Skills
Other Requirements:
- Graduate of any 4-year course, preferably business and/or medical background.
- Has mastery of insurance products as well as relevant processes, guidelines and regulations
- Preferably with at least 2 years of insurance and/or other financial industry experience
- LOMA Certification is a plus
- Medical allied background preferred but not required