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Job Responsibilities
• Handle outbound calls in compliance with the regulatory and internal requirements such as policy retention
• Interact with policy owners to provide and process information in response to their enquiries, concerns and requests about Prudential’s products and services by making outbound calls and following up with consultants
• Identify and resolve customer dissatisfaction to minimize the negative impact on customer experience and the business risks
• Communicate and coordinate with relevant parties to obtain and evaluate all relevant information for customer dissatisfaction handling
• Ensure all such information and investigation actions taken are properly recorded in compliance with the Customer Feedback Handling Procedures and internal requirements
• Follow up with relevant parties on the progress of the improvement/disciplinary action items and ensure the status details are updated timely
• Proactively build long term trust with customers by showing empathy for their situation and conversing in an understanding way to maintain customer loyalty and exceed expectations and provide relevant latest information to customers
• Ensure professional tone and manner at all times
• Keep proper record of the outbound call results
Job Requirements
• Minimum 2 years' experience in customer/sales service gained in insurance or financial industry, retention experience is a plus.
• IIQE 1 & 3 required - must already have license
• Proficient in MS Office
• Excellent written and spoken English and Chinese (including Mandarin)
• Highly organized with the ability to meet deadlines
• Able to adapt to changes and work independently under pressure
• Positive, customer focused and result oriented
• Good analytical and problem-solving skills
• Able and enjoy working with people of diverse backgrounds with good interpersonal skills
• Candidates with less experience may be considered as Assistant Officer
• Handle outbound calls in compliance with the regulatory and internal requirements such as policy retention
• Interact with policy owners to provide and process information in response to their enquiries, concerns and requests about Prudential’s products and services by making outbound calls and following up with consultants
• Identify and resolve customer dissatisfaction to minimize the negative impact on customer experience and the business risks
• Communicate and coordinate with relevant parties to obtain and evaluate all relevant information for customer dissatisfaction handling
• Ensure all such information and investigation actions taken are properly recorded in compliance with the Customer Feedback Handling Procedures and internal requirements
• Follow up with relevant parties on the progress of the improvement/disciplinary action items and ensure the status details are updated timely
• Proactively build long term trust with customers by showing empathy for their situation and conversing in an understanding way to maintain customer loyalty and exceed expectations and provide relevant latest information to customers
• Ensure professional tone and manner at all times
• Keep proper record of the outbound call results
Job Requirements
• Minimum 2 years' experience in customer/sales service gained in insurance or financial industry, retention experience is a plus.
• IIQE 1 & 3 required - must already have license
• Proficient in MS Office
• Excellent written and spoken English and Chinese (including Mandarin)
• Highly organized with the ability to meet deadlines
• Able to adapt to changes and work independently under pressure
• Positive, customer focused and result oriented
• Good analytical and problem-solving skills
• Able and enjoy working with people of diverse backgrounds with good interpersonal skills
• Candidates with less experience may be considered as Assistant Officer
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