Client Service Officer (Mandarin & English Bilingual)

Company : Intogreat Solutions Philippines

Job Type : Full Time

Quezon City, Philippines

Number of Applicants

:

000+

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Job Description - Client Service Officer (Mandarin & English Bilingual)

About Us
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium -sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

Key Responsibilities:

• Assisting clients through their journey, whether it be on the spot problem solving or assisting to purchase.

• Take ownership of customer queries and see these through to completion with a focus on first call resolution.

• Retain existing business by applying highly developed communication skills.

• Work in collaboration with others and actively participate in team discussions and activities in a positive and engaging way.

• Process Improvement - actively seek opportunities to enable our processes to be efficient & effective.

• Ensuring all interactions are performed in an efficient & effective manner adhering to the required processes for each transaction type.

• Staff development will require you to assist in staff training &/or mentoring where appropriate.

• Provide superior customer service in all interactions with existing & prospective clients.

• Maintaining up -to -date product, policy and process knowledge.

• Understand and work in accordance to all compliance, legislative and regulatory requirements.

Administration

• Manage and action the Sales Transaction, Manual Renewals and Debtor Lists ensuring it is completed in alignments with compliance requirements

• Work in collaboration with the Finance department to ensure the smooth reconciliation of accounts and payment allocations for the Online Division

• Run and action monthly reporting for various business functions, including Compliance, Finance, Products and Marketing

• Liaise with stakeholders to ensure the successful completion of the monthly Bordeaux

New Business

• Review online application forms, making sure application form has been submitted correctly with accurate information.

• Process manual applications onto online systems implementing a high attention to detail and completing within company turnaround time frames. Identifying any business risks that may not have been considered by the client.

• Maintain strong insurer relationships for the handling of terms and delivery of endorsed policies.

• Development of future opportunities through interaction with new and existing clients, actively seeking opportunities for new business.

Renewals

• Review online application forms, making sure application form has been submitted correctly with accurate information.

• Process manual applications onto online systems implementing a high attention to detail and completing within company turnaround time frames. identifying any business changes that may come with additional business risks for consideration.

• Keeping ahead of renewal pipeline clients followed up and actioned appropriately.

• Maintain strong insurer relationships for the handling of terms and delivery of updated policies.

• Retain existing business by providing a superior customer service - ensuring each interaction with clients is a positive experience.

Enquiries

• Effectively, efficiently, and compliantly process online and manual enquiries of the below nature:

• System enquiries

• Policy enquiries

• Quotes

• Complaints

• Claims

• Requests to make changes to current policies

Requirements

What We’re Looking For:

Insurance background is only a nice to have
No BPO experience required
Must know to speak fluent Mandarin and English

Benefits

Why IntoGREAT?

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

Work -Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work -life balance and personal productivity.

Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

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Client Service Officer (Mandarin & English Bilingual)

Job Description - Client Service Officer (Mandarin & English Bilingual)

Requirements

Benefits

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