Customer Service Representative (Contact Centre)
SWAN
AI assistant
Job Description
Main Duties
- To service new clients from quote stage to processing of proposal, underwriting and policy preparation and sending to client.
- To service existing clients’ requests from new queries, endorsement and renewals.
- To regularly update clients’ record.
- To follow up on policy renewal dates, to up-sell and ensure renewal is done.
- To provide support to IB representatives for reception and follow up with clients.
- To act as support to any commercial actions that may take place.
- To grow an assigned portfolio in premiums and number of policies per client
- Any other cognate duties that may arise.
Qualifications and Experience
- Higher School Certificate (HSC) or Equivalent
- Have at least 1 year experience in client facing role.
- Certificate CII will be an advantage.
- Have good interpersonal and