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Customer Service Executive - Hotline & Service Centre Roles (2 headcounts)
Job Responsibility:
Address customer and agent inquiries, requests, and complaints
Provide prompt and accurate services, including policy information and professional advice to customers
Handle and resolve customer problems, including elevated complaints and special requests related to policy matters
Engage proactively with customers for follow-up cases
Handle inquiries and complaints regarding various operation processes, such as Underwriting, Policy Owner Service, and Claims for different lines of business
Follow operational procedures in compliance with documented guidelines, service benchmarks, regulatory requirements, and company policies
Document call activities in the system and log follow-up items
Work closely with internal business partners to resolve uncertain issues and complaints
Collaborate with departments like Premium Collection and Underwriting to provide one-stop verification services (where applicable)
Achieve individual and team performance targets
Continuously identify areas for service improvement
Collect customer feedback and report operational problems to management
Contribute new ideas to enhance work efficiency and the overall customer experience
Coach and mentor team members, and prepare training material
Requirements:
University/College graduate with 4-5 years of relevant experience OR Form Five with at least 7-8 years of working experience
Equivalent experience or a Higher Diploma, Associate Degree, or University Degree holder
Basic insurance knowledge is advantageous
Solid knowledge of life insurance is required for the Ambassador role
Excellent communication and interpersonal skills
Good interpersonal skills are essential
Proficient in both spoken and written English and Chinese
Mandarin proficiency is specifically required for the Ambassador role
Passionate about providing excellent customer service, self-initiative, and driven by a customer-centric approach
Proactive, independent, analytical, patient, attentive to details, well-organized, and able to work under pressure with good problem-solving skills
Open to changes and challenges
Committed to providing a high standard of service
IIQE Paper 1 & 3 holder is essential for the Hotline Advisor role
IIQE 2 & 5 is preferred
Relevant license required for regulated activities (for Ambassador role)
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