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In-house Customer Service Representatives (Finance/Insurance) | UP Technohub

Job Category:

BPO / KPO / Shared Services

Job Level:


Open Date:




Close date:


Client Overview:

Our client is a global shared service centre providing finance, investments, contact centre, information technology, underwriting, actuarial, administrative and marketing services to companies around the world. They are a leading financial services group who puts customers’ needs first by providing the right solutions on areas such as insurance, financial advice and wealth and asset management.  

With the company’s global headquarters in Canada and principal operations in Asia and the United States, they have served customers for more than 100 years and currently employs more than 35,000 resources. They aim to attract, develop and retain a diverse workforce and to foster an inclusive work environment that embraces the strength of cultures and individuals.   

Client Industry:


Job Description and Qualification:

  • Answer inbound calls from customers
  • Facilitate outbound phone calls to prospects who have requested the package for potential sale 
  • Document all calls handled accurately  
  • Guarantee departmental metrics are met by adhering to key standards in contact rates and handling procedures  
  • Produce positive customer experience by effectively answering inquiries and handling problem solving scenarios  
  • Redirect/Transfer calls to the correct department for better transition and service  
  • Adhere to prescribed shift and schedule to meet Service level targets 
Qualifications :

Education:  At least 2 yrs in college + 1 yr of BPO experience, fresh graduates are welcome to apply

Job Fit Competencies  
  • Amenability to work onsite (UP Technohub) at night, shifting schedules, and working on PH holidays  
  • Amenable to work on-site 
  • Openness to changes, criticisms, conflicts, and difficult situations
Compelling Communication  
  • Ability to build and establish connections  
  • Ability to profile audience  
  • Ability to influence others  
  • Ability to handle negative reactions and resistances  
  • Ability to tailor-fit communication style   
Solution Focus  - the ability to come up with proper solution to address a problem  
      • Check for resourcefulness, proactiveness and agility  
      • Check for ability to simplify solutions   
Executing Excellence - motivation to deliver and excel in the job, having a "Can-do" attitude and "winning team" mindset  
Collaboration  - ability to effectively work with another or a group of people to create, produce or achieve targets