Bachelor of Science in Computer Science
Lyceum of the Philippines University
Lyceum of the Philippines University
• Servicing - Responsible in calling existing clients (Policy Anniversary, Premium Due, etc.)
• Productivity - Setting appointments and Endorsed Sale (including monitoring on issuance of policy)
• Fulfilment - Attend customer request or aftersales request.
• Conduct financial needs analysis and recommendation customized solutions.
• Carry out continues lead generation activities.
• Set appointments, whether over the phone or face to face.
• Prepare documents of customers and submit application.
• Strengten customer relationship through after sales serving.
• Ensures that the account complies with the internal company policies.
• Conducts audits to identify any violation committed by an employee. Follow through with an investigation for the identified violation.
• Submits incident report for the violation identified and proven.
• Conducts workplace security audits for the account. Call out employees who fail to follow the guidelines.
• Reports POC.
• Attends daily, weekly and monthly reports with the management to update on the infractions made by the employees.
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