Customer Assistant Service Officer | Insurance

You will drive customer satisfaction and policyholder engagement by conducting professional outbound calls, delivering key service follow-ups, and managing core administrative workflows. In this role, you directly strengthen client trust while maintaining compliance standards and regulatory guidelines across all customer touchpoints.

Responsibilities

• Conduct compliant outbound calls for policy servicing, verification, and service follow-ups
• Explain policy details, process steps, and requirements clearly to clients and advisors
• Document call outcomes, customer responses, and follow-up actions accurately in CRM systems
• Resolve customer enquiries or objections professionally while following approved call scripts
• Escalate complex cases to internal teams and support special campaign initiatives
• Achieve daily call volume targets, quality assurance standards, and turnaround time KPIs

Requirement

• Matriculated education level or above with 3 to 10 years of customer service experience
• Background in call center operations, outbound communications, or the insurance industry
• Proficiency in spoken and written Cantonese, English, and Mandarin
• Sound knowledge of MS Office tools, CRM navigation, and English typing (30+ wpm)
• IIQE (Papers I, II, III, V) or LOMA certifications highly regarded
• Strong communication skills with a detail-oriented, customer-centric approach