Senior Business Process Associate III
Handle life insurance financial and non-financial transactions, process and capture information to system according to established methods and procedures accurately with minimum supervision.
Constantly increase the number of knowledgeable functions handled by the team and onshore counterpart.
Conduct in-depth analysis on all clients requests and make effective decisions.
Communicate effectively to business unit, agents and clients through memo and letter.
Ensure that all cases assigned are completed within the turn-around-times and consistently meet the service targets set by the company.
Customer Service Associate
Answer inbound calls from life insurance policy owners and agents.
Facilitate outbound phone calls to prospects who have requested the
package for potential sale.
Guarantee departmental metrics are met by
adhering to key standards in contact rates and handling procedures.
Produce positive customer experience by
effectively answering inquiries and handling problem solving scenarios.
Assisting customers financial transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies.
Tracking, recording, reporting and ensuring all financial information is accurate and complete.
Handling currency, transactions, and confidential information in a responsible manner.
Following all financial and security regulations, procedures and generate reports.
I have 5 years experience in life insurance and financial industry as a Senior Business Process Associate and Bank Teller.
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