Customer Service Specialist (PLUK)

We are looking for a Customer Service Specialist to join our team in North/Central Luzon. As a Customer Service Specialist, you will interact with customers to provide information and resolve complaints, as well as handle administrative functions at the Customer Center.

Responsibilities:

• Provide excellent customer service through various channels
• Handle and resolve customer complaints
• Perform administrative tasks such as data entry and document processing
• Utilize digital tools to enhance customer experience
• Collaborate with other teams to achieve business objectives

Inquiry Management:

• Receive and respond to customer inquiries
• Log and refer complex complaints to back-end office
• Guide policyholders in using customer portal
• Resolve product or service problems

New Business Related Transactions:

• Receive and pre-screen new business applications
• Communicate with agents and facilitate submission to Head Office
• Handle policy contracts and maintain records

After Sales Services:

• Receive and pre-screen after-sales applications
• Process minor amendments and reinstatement applications
• Compute reinstatement, loanable amount, premium rate, dividends, and loan interest

Financial Related Transactions:

• Receive and post payments made by clients
• Accomplish daily collection report
• Disburse petty cash fund and prepare replenishment requests

Office Administration and Support:

• Prepare monthly compliance monitoring reports
• Secure business permit renewal and coordinate BIR registration
• Distribute incoming mail and prepare supplies requisition

Compliance:

• Ensure that all company policies and procedures are carried out
• Familiarize and understand Pru Life UK Compliance Standards