Customer Service Sales Administrator (SO1)

Customer Service And Sales Taguig City, National Capital Region


Principal Accountabilities: 

  • Provide outstanding customer service when speaking with our customers 
  • Oversee, follow up and respond to all customer requests via phone, SMS, and email. 
  • Communicate with jewellers to obtain details regarding a customer’s policy. 
  • Accurately check the policy details prior to Q Report books being sent for print. 
  • Understand the features and benefits of our products alongside all of our financing options. 
  • Maintain accurate and timely information within Q Portal database 
  • Oversee and action all written requests to cancel policies 
  • Oversee and action all changes or queries relating to existing policies 
  • Accurately track and provide status update reports to the sales & operations manager as required 
  • Perform additional tasks as needed and/or as required 
  • Work towards achieving agreed upon OKRs 
  • Participate in all training and support provided by the company, this role requires the satisfactory ongoing and timely completion of Chubb compliance training via Safetrac 

 Skills, Qualifications & Experience: 

  • 2 years’ experience in customer service 
  • Excellent Computer literacy – experienced in both Microsoft Office and CRM systems 
  • Excellent time management skills and ability to self-manage and prioritise tasks 
  • Must be detail oriented with the ability to multi-task 
  • Superior communication skills (English, verbal and written, both internal and external to the organization) 
  • Superior listening skills you will need to understand questions that are asked of you 
  • Ability to problem solve and think outside of the box to meet company expectations 
  • Experience cultivating and developing relationships with clients through non scripted conversation 
  • Ability to work well individually, as well as part of a team 
  • Ability to complete, accurate and timely submissions of all required paperwork and system documentation associated with client activity 
  • Organizational skills to facilitate timely and thorough follow up on all client issues to completion