Customer Services Representative

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Job Requirements

Job Responsibilities:

  • Collect proposals (with full supplementary docs), alteration & different kinds of premium.
  • Input clients information & cash receipt, customers’ requests and check report at day-end.
  • Answer routine customer’s inquiries.
  • Proceed some minor alterations such as: address/ tel modification, customer’s identification details.
  • Proceed all payment transactions as Customer Service Center responsibility as customers’ requests.
  • Process valuation request: surrender, prucash, maturity, bonus surrender for payment payment
  • Perform as an active member in conservation
  • Other tasks assigned by Customer Services Head or Zone Head

Key Accountabilities:

  • Accountable for customer service, contract consulting, insurance transaction of Branch or Representative Office
  • Meet requirements of clients’ queries or questions about the services, products or related issues
  • Relationship and Communications:
  • Internal: Zone Head, CS and Corporate Service Teams
  • External: Clients

Job Requirements

Qualifications: College or University graduated (in Hospitality/Economics/Business Administration major)


  • 1-2 years customer service experience in banking or hospitality
  • Good understanding and experience in handling cash


  • Good appearance.
  • Excellent customer-service orientation
  • Very good at communication and negotiation skill
  • Can work independently and under pressure, adaptable, carefully and tactfully

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