Client Service Officer - General Insurance

Job Responsibilities:

• Handle incoming calls from direct customers and frontline staff of Partners on General Insurance product enquiry (pre-sales and post-sales), introduce related insurance products and close sales
• Support frontline to close sales deal and settle client cases (e.g. endorsement, cancellation)
• Conduct outbound calls to follow up and close cases (e.g. follow up on missing information on application forms), to resolve client case
• Identify and spot out opportunities for cross-selling, upselling and retention, propose new initiatives for process improvement and conduct implementation
• Support Business Development Manager to launch campaigns and initiatives
• Escalate the referral or complex complaint cases to relevant parties, assist manager to resolve client complaints 
• Reply and follow up on incoming correspondence and email in good written presentation
• Serve walk-in customer for product enquiries and requests