Customer Service Specialist - Mindanao

Experience level Experienced Hire
Job details sector Sales and Distribution

Join the Top Global Insurance Brand!

AXA's CUSTOMER SERVICE SPECIALISTS are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full time employees based in METROBANK BRANCH and team-up with our Financial Executives. They provide excellent customer experience to our clients thru after sales servicing. They are also trained to excel in the art of putting the customer first at the center of their business.

Why Join AXA?

Apart from being the world's highest-ranking global insurance brand, we offer a wide range of training programs in our AXA Academy to equip each Customer Service Specialist to be the best in the industry. We also offer one of the most competitive variable pay in the industry, together with recognition, incentives, and guaranteed bonuses, plus medical and dental benefits and automatic HMO coverage to dependents.

Job Description

A. Perform daily sales activities diligently.

Maximize customer potential through cross sell and upsell or top-up. Conduct financial needs analysis and recommend customized solutions. Strengthen customer relationship through after sales servicing. Conduct Outbound Call on: Policy Delivery, Premium Due. Lapsed, and Campaigns

B. Build strong relationship management with Bancassurance stakeholders and customers.

Build a long term relationship with the bank partner. Responsible in updating customer records to ensure its active and up to date (such as address, contact number, e-mail address). Assist in processing withdrawal of accounts, processing of home loan documents and coordination in HO. Maintain customer relationship thru anniversary call and birthday call. Responsible for calling the customers from marketing campaign leads, and updating these campaign leads.

C. Attend various professional development programs to build one’s knowledge, skills and abilities that are required to effectively perform the role.

Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Aftersales Training and Immersion in Backend or Contact Center). Attend advance training offerings and designation programs. Elicit feedback to promote customer experience improvement. Promote various payment channel and encourage change in payment method autodebit (credit card or bank account).

  • Bachelor's degree holder
  • Fresh graduates are welcome to apply
  • Work experience from the following roles is an advantage; retail sales or relationship officer, customer service representative, bank teller, nurse, real estate broker, or insurance sales
  • Goal driven and persistent
  • preferably can start ASAP

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

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