Customer Services Staff

Customer Care Services:
Warmly welcome customers in person or via phone.
Provide high-quality service by skillfully and professionally handling inquiries.
Deliver operational services (insurance proposals, premium collection, data registration, policy services) promptly and effectively.
Collaborate with the Operations Team at Head Office to ensure efficient processes.
Agency Admin Support:
Assist in preparing documents related to agents, handling applications, and distributing documents as requested.
Manage promotional gifts, including ordering, storage, distribution, selling, and reporting.
Premium Control:
Maintain accurate reports on the distribution of Premium Receipt Books to agents.
Coordinate with Premium Control and Sales teams for regular audits.
Handle petty cash, prepare expense claims, submit invoices, and report to the Finance Department.
Office Administration:
Manage office supplies, facilities, fixed assets, and inventory.
Receive and transfer calls, take messages if needed.
Perform general administrative tasks, reception duties, and maintain the first-aid box.
Ensure company properties and office cleanliness are maintained.
Distribute correspondence correctly and timely.
Others:
Work closely with the local sales team in a collaborative environment.
Ensure compliance with company policies to maintain a professional office environment.
Suggest workflow improvements to enhance service quality and efficiency.
Ensure smooth operations at customer service counters.