Client Care Associate
Sun Life
Taguig City, National Capital Region
5d ago

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills.

Follow a path that lets your talents shine.

Job Description :

Job description (heading) / Description du poste (titre)

  • This position is responsible for answering all types of shared services telephone inquiries accurately and courteously using the various Client Care systems.
  • Qualifications (heading) / Compétences (titre)

  • Graduate of any four year course
  • With at least 1 year experience in client care work with Insurance background.

    Responsibilities (heading) / Responsabilités (titre)

  • Answers all types of inquiries of clients’ shared services telephone inquiries in a timely, accurate and courteous manner
  • Responds to clients’ requests and facilitates resolution of their complaints
  • Provides excellent front-line service over the telephone
  • Logs all calls in the SalesForce system accurately, completely, concisely within 24 hours and immediately refers cases or requests beyond scope to the appropriate section / staff

    Monitors unresolved / not updated referred SalesForce cases / requests; coordinates with back-end support unit all requests and adjustments of clients records and updates SalesForce Service Requests (SR) until resolved based on agreed turnaround time

    Prepares and issues various written correspondence and facilitates clients’ requests for computation

    Prepares daily and weekly fulfillment reports accurately based on agreed turnaround time

    Will also handle welcome call as needed

    Job Category :

    Customer Service / Operations

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