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Bancassurance Sales Associate - Pasig

Job Category:

Insurance

Job Level:

Entry Level

Open Date:

21-Apr-2022

Location:

CITY OF PASIG

Close date:

21-May-2022

Client Industry:

INSURANCE

Job Description and Qualification:

  • Acts as POC for After sales in branches from walk-in BPI Philam clients and BSEs
  • Promotes use of E-Plan to Customers.
  • Guide the customers in the registration to E- Plan.
  • Assists in the submission of requests or inquiries through E-Plan or I-Care (for transactions not in E-Plan).
  • Monitors the progress of policy requests and complaints received in the assigned area, ensures resolution within target turn around time (TAT), and provides necessary feedback to customers regarding their requests
  • Coordinates with other departments for referred cases, follow-ups and escalate requests beyond TAT.
  • Creates reports based on daily transactions–inquiries, requests, and complaints and submit daily to Supervisor
  • Checks policy status/details and/or requirements to process the request and advises the customer/BSE accordingly

Salary:

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