Client Service Representative
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Job Summary
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Conduct the post sales call over phone with tailor-made script to our clients in Cantonese Mandarin and English.
Handle customer enquiries via hotline and walk-in services
Meet service standard and KPIs according to internal guidelines and rules
Conduct various outbound calls with documented protocols
Liaise with internal departments channels and customers on replies to enquiries and required documents
Maintain and improves quality results by adhering to standards and guidelines; recommending improved procedures.
Provide customers with product and service information
Identify and escalate priority issues
Document all call information according to standard operating procedures
Participate in customer service-related projects and provide recommendations to improve work processes and service level of the team
Job Requirements
Diploma or above in any discipline
2 years in client service with good knowledge of insurance industry preferred
Holder of IIQE paper 1 3 and 5 is preferable (may be obtained during probation)
Strong team player with positive attitude
Client-centric with good communication and interpersonal skills
Detail-minded multi-tasked and able to work under pressure
Good spoken and written English & Chinese (both Cantonese and Mandarin)
Good PC skills in MS Office
We offer attractive salary MPF group life and group medical insurance and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of24 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purpose.)
Job Category:
Customer Service / OperationsPosting End Date:
16/07/2026Required Experience:
Unclear Seniority
About Company
Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
