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Back office / CSR {Financial}

Keywords / Skills : financial support, Financial, Insurance, Financial Services, CSR, Customer support, Customer service, Customercare, phone contact handling

1 - 6 years
Posted: 2019-11-09

Nationality
Philippines
Industry
ITES/BPO
Function
Finance & Accounts
Customer Service/Call Centre/BPO
Role
Other Customer Service
Posted On
9th Nov 2019
Job Description
We’re an award-winning global outsourcer providing contact center behalf of our global clients. As our employee, your role is vital in achieving and exceeding individual and team targets provided by the company whilst building and maintaining customer relationships and supporting the achievement of company objectives. Collaborating with team members to create a supportive and happy work environment, which fosters individual development and achievement.

As an Acquire BPO employee, you are responsible for complying and enforcing policies and procedure designed to achieve information security. You are also responsible for protecting credit card, personal and/or sensitive personal information that you may handle or process during your employment in Acquire BPO.

A SNAPSHOT OF YOUR ROLE



As Financial Support Agent, you are responsible in ensuring that all employment and personal information of employees are kept and handled in accordance with existing company policies on Information Security and Data Privacy. 

• Data entry of insurance applications into Salesforce.

• Open and maintain client’s accounts.

• Tracking progress of insurance applications and superannuation roll over statuses.

• Keeping stakeholders updated throughout the process.

• Logging all activities / communication related to a client’s application.

• Transposing information across government forms.

• Managing leads and data entry into Salesforce.

• Document management via google drive.

• Transposing and checking completed forms against supporting documentation.

• Requesting information from superannuation companies via a phone call.

• Logging all activities / communication related to a client’s application.

• Input data obtained from phone calls into preformatted document.

A BIT ABOUT YOU



• Proven customer support experience

• Track record of over-achieving quota

• Strong phone contact handling skills and active listening

• Customer orientation and ability to adapt/respond to different types of characters

• Excellent communication and presentation skills

• Ability to multi-task, prioritize and manage time effectively

WHAT WE VALUE



We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

• Ambition: Voice and measure your goals.

• Collaboration: Brilliant jerks can be brilliant elsewhere.

• Impact: Do, get it done, create impact.

• Judgement: Make wise judgement calls, putting the team and business at heart.

• Leadership: Continuous improvement starts with independent action.

• Leverage: Do more with less, master the art of leverage.

• Passion: Be positive, bring passion and energy.

• Transparency: A transparent team can help each with other.

A BIT ABOUT YOU



• 2-3 years of experience in a similar role where closing North American prospects to annual agreements.

• You must be a strong and clear communicator

• You must have the sales experience to work through a conversation and be persistent. Need above average objection handling abilities.

• You have a strong work-ethic and an positive attitude along with a desire to learn.

• Full-time position

Apply at our Ortigas, Eastwood, Shaw, and BGC recruitment centers:

  • Mezzanine floor, Robinsons Cyberscape Beta, Topaz and Ruby Roads, Ortigas Center Pasig City
  • Upper Ground Floor Worldwide Corporate Center (WCC), Shaw Blvd., Mandaluyong City
  • Ground Floor Bonifacio Technology Center, 31st Street corner 2nd Avenue, Bonifacio Global City, Taguig City
  • 6th Floor, 1800 Building, Eastwood Drive, Libis, Quezon City
We are open from Monday to Friday, 8am-4pm.



For faster processing, text: KYC(space) FULL NAME (space) YES or NO (for BPO experience) send to 09065605043



About Company

Acquire BPO is an award-winning global outsourcer with over 7,000 employees operating out of 12 state-of-the-art facilities in the Philippines, the Dominican Republic, Australia and the United States. We are one of the fastest-growing BPO companies and Australia’s largest outsourcer to the Philippines.

We provide contact center, BPO, marketing and animation solutions to private and publicly listed clients from around the world across a wide range of industries including telecommunications, banking and financial services, insurance, media, education and retail.

Acquire is dynamic organization with possibilities to take your career to the next level. We are looking for strong candidates with BPO experience to join our growing team. We value our employees highly and, as such, offer excellent career development programs and competitive compensation and benefits packages.

Apply with us today and #AcquireHappiness.
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