About the role
FinEx AI summary
Contacts existing customers to understand policy termination and lapsation reasons and offers retention solutions, with no cold calls required. Follows up on policy retention, explains plan features, resolves inquiries, and meets service turnaround times and team KPIs. Requires post-secondary education, customer service experience, and fluency in English, Cantonese, and Mandarin.
Core skills
Customer ServicePolicy RetentionInsuranceBankingIIQE License 1IIQE License 3