Customer care services:
Providing high quality services to customers by receiving and responding their inquiries skillfully and professionally.
Providing operations services (receiving insurance proposals, collecting premiums, data registration, carrying out policy services...) promptly, effectively and within agreed services standard.
Warmly receiving/welcoming customers either in direct contact or via telephone.
Cooperating with Operations Team in Head Office to implement all operations processes efficiently and effectively to provide end policy services to external customers as guided in Operations. Manual and other documents updated from time to time.
Agency admin support:
Manage the ordering, storage, distribution, selling and reporting of promotional gifts in compliance with the Promotional Gift Procedures.
Support the agency administration in preparing all documents related to agents such as handling FC/UM/DM working applications, distributing documents as AA’s request.
Premium Control:
Managing and maintaining accurate reports of the distribution of Premium Receipt Books to agents. Coordinate with Premium Control and the Sales team in regular auditing to ensure the right usage of Premiums Receipt Books.
Controlling petty cash, prepare expenses claims, submit invoices and provide appropriate reports to Finance Department in accordance with the Finance Manual and company procedures.
Office administration:
Ensure all correspondence to be distributed/sent correctly & in a timely manner
Promptly taking message if the receiver is not available. Perform general administrative tasks, reception work, take care of first–aid box at branch
Ensure company’s properties, sideboards & office sanitary are in good order; to be in charge of informing to Sales and GA if any damage of company belongings arise.
Manage office supplies, office facilities as well as fixed assets and office inventory.
Receiving and transferring all calls to relevant person.
Others:
Contribute to maintain professional office environment by ensuring compliance with company policies (labor regulations, office rules, dress policies, etc.)
Positively recommend changes in workflow to increase service quality, decrease paperwork & turn- around time.
Assure smooth work at CS counters & deliver best service to clients/FCs.
Perform other tasks as assigned from time to time
Work closely with the local sales force in a team based environment.
