
Customer Retention Specialist
- Makati City, Metro Manila
- Permanent
- Full-time
- Initiates outbound callout to customers requesting for Full/Partial withdrawals
- Attends to customer’s queries during outbound calls
- Provides alternative solutions to customers instead of surrendering their policies
- Assisting policy owners with after-sales requests, if necessary
- Inform clients on TAT, processes, compliance documents, and pending requirements, if applicable
· Any 4-year course; preferably a Business Degree or related course
· Minimum of 2-year experience in a Life Insurance Industry, Customer Service, Financial or related field
· Has experience using multiple/non-traditional channels in customer servicing (outbound call outs, chat, etc.)
· Passionate for Customer Focus
· Excellent interpersonal and negotiating skills/ effective communicator.
· Preferably knowledgeable in Life Insurance and VUL products and processes