Customer Service Specialist (PLUK)

Prudential's purpose is to be partners for every life and protectors for every future.

The Customer Service Specialist (PLUK) role is based in South Luzon and is a full-time position.

The successful candidate will work in the Customer Centers, which are the face-to-face service channel of Pru Life UK, providing seamless, accurate, and timely support across the customer journey.

Key responsibilities include:

• Handling customer inquiries and transactions
• Providing clear and timely responses to product and policy inquiries
• Making transactions simple, accessible, and convenient
• Ensuring front-end quality and compliance
• Supporting business growth and conservation
• Maintaining service continuity and quality standards

Specific tasks include:

Inquiry Management

• Receiving and responding to customer inquiries
• Logging, referring, and resolving complex complaints
• Guiding policyholders in using the customer portal
• Resolving product or service problems
• Attracting potential customers
• Gathering in-depth information
• Classifying and referring sales leads

New Business Related Transactions

• Receiving and pre-screening new business applications
• Communicating and following up on outstanding requirements
• Handling policy contracts and encoding new business policy delivery forms
• Preparing transmittal reports

After Sales Services

• Receiving and pre-screening after-sales applications
• Processing minor amendments and reinstatement applications
• Computing reinstatement, loanable amount, premium rate, dividends, and loan interest
• Providing quotations
• Preparing and signing loan repayment schedules and other letters

Financial related Transactions

• Receiving, posting, and accounting payments
• Accomplishing daily collection reports
• Disbursing petty cash funds
• Handling encoding of post-dated checks
• Logging and monitoring provisional receipts

Office Administration and Support

• Preparing monthly compliance monitoring and reports
• Securing business permit renewal and coordinating with finance team
• Distributing incoming mail
• Preparing supplies requisition and controlling office supplies budget
• Coordinating janitorial and messengerial services
• Conducting annual inventory and maintaining a database of fixed assets

Compliance

• Ensuring company policies and procedures are carried out
• Being familiar with Pru Life UK Compliance Standards