
Client Servicing Associate
7 days ago
Sales and Marketing/ Account Management
- Follow through with Insurer on policy issuance/ endorsement request.
- Review the terms and conditions in issued policy/ endorsement versus placing slip or request.
- Book policy/ endorsement in SAIBA system on the day it is received and prepare for immediate superior signature.
- Transmit policy/ endorsement with our billing to client within 7 days from clients' advice.
- Send transmittal/ collection email.
- Remind clients of policies due for renewal four months ahead based on Renewal List. Renewal activity must start 120 days prior to expiry.
- Prepare renewal proposals for immediate superior's perusal and sign off prior al sending to clients.
- Follow through on clients' renewal advice and send placing advise to insurer after receipt of clients' renewal advice. Account must be renewed at least one month prior to expiry.Renewal Policy and billing must be transmitted to client within 7 days from clients' renewal advice.
- Transmit and receive documents and log accordingly
- Assist clients with their other needs and respond to their queries
- Facilitate claims of accounts and monitor status versus agreed TAT by coordinating with the Claims Officer.
- Keep an updated masterlist of accounts (i.e. employee listing, property listing, vehicle listing).
- Monitor receivables from transmitted billings and work closely with Collection Staff for collection of account within 30 days from renewal/inception for regular corporate
- Upon policy issuance/delivery for individual accounts and on agreed dates for installment policies.
Administration
- Encoding data in SAIBA System and updating monitoring forms
- Organize a filing system to make the documents (e-file &/or scanned copy and hard copy) easier to access
Client Engagement
- Ensure accurate and proper documentation, as well as seamless/smooth transition of newly acquired clients (penetration accounts), to marketing/business development teams, with coordination for regular servicing, adhering to turn-around-times as prescribed by operations;
- Make self available for client inquiries, orientations, and other similar issues, when and where applicable
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Pasig, National Capital Region, Philippines Nezda Global Full timeOverviewStart this MarchEarn as much as P30,000Location: Ortigas Center, Pasig CityQualifications College level (completed at least 2 years) Strong verbal and written English communication skills Amenable to work onsite and flexible in rotating shifts Can Start on March 18 and or 25Roles and Requirements Client Service Associate Minimum of 2 years cumulative...
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Client Relations Associate
4 days ago
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Client Service Associate
3 weeks ago
Pasig, National Capital Region, Philippines IFE Management Full timeYou will perform a variety of administrative tasks and support the team through:Following up on client deliverables, opening investment accounts, and sending client packagesProper documentation and organization of data and filesManaging office supply inventoryAccurate recording of revenues and expensesSupporting ad hoc projects and initiatives as determined...
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Client Service Associate
2 days ago
Pasig, National Capital Region, Philippines IFE Management Full time ₱200,000 - ₱250,000 per yearResponsibilitiesYou will perform a variety of administrative tasks and support the team through:Following up on client deliverables, opening investment accounts, and sending client packagesProper documentation and organization of data and filesManaging office supply inventoryAccurate recording of revenues and expensesSupporting ad hoc projects and...
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Client Delivery Associate Director
4 days ago
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Customer Service Associate
4 days ago
Pasig, National Capital Region, Philippines Cycle Financing Corporation Full time ₱144,000 - ₱200,000 per yearCUSTOMER SERVICE ASSOCIATEQUALIFICATION:Interpersonal skills, probingCustomer/ Clients Problem-Solving SkillsCritical Thinking skillsComputer LiterateCollege Level and Fresh Graduate of any business course are welcomeJob Types: Full-time, Fresh graduatePay: Php14, Php15,000.00 per monthBenefits:Paid trainingWork Location: In person
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Customer Service Associate
4 days ago
Pasig, National Capital Region, Philippines UPTC Full time ₱250,000 - ₱350,000 per yearWe are looking for a Customer Service Associate – After-Sales Support to manage customer interactions, resolve inquiries, and provide excellent service that builds long-term relationships. The role also involves handling order processing, maintaining customer records, promoting products/services, and ensuring customer satisfaction through timely resolution...
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Customer Service Associate
4 days ago
Pasig, National Capital Region, Philippines Supcart Trading Corporation Full time ₱22,000 - ₱25,000 per yearJOB SUMMARY: The Customer Service Associate will be responsible for handling customer inquiries, providing product and service information, resolving issues, and ensuring an excellent customer experience. Additionally, the role may require face-to-face meetings or presentations as necessary to assist clients in understanding and maximizing the benefits of...
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Client Service Associate
2 weeks ago
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Associate, Investor Services
4 days ago
Pasig, National Capital Region, Philippines IQ-EQ Full time ₱1,200,000 - ₱2,400,000 per yearCompany DescriptionWe're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the...