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Hybrid Customer Service Representative I (SFO, TT) bei ANSA McAL

ANSA McAL · San Francisco, Vereinigte Staaten Von Amerika · Hybrid

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POSITION SUMMARY

Responsible for providing administrative support to the department and customer service at first level. No decision making is required. Produces updates with data gathering

 

KEY ACCOUNTABILITIES

 

  1. Has demonstrates some knowledge of the Company’s products and procedures and understands the industry regulations and compliance as it relates to the provision of information and services to clients.
  2. Answers the telephone promptly in a professional and courteous manner and responds efficiently to the individual needs of the client and Agents, escalating to the Supervisor or Assistant Manager as necessary.
  3. Collates and reconciles daily incoming requests
  4. Administration of all routine functions related to Back Office processing (non-financial changes, Bonus Processing and Partial Surrender Processing), documentation, research and follow-up with relevant departments.
  5. Processing of routine/straight forward processes financial and non-financial changes.
  6. Receives clients request as required and updates client’s data.
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