Customer Service Executive

2 months ago

Bengaluru Karnataka, India HSBC Full time

-Job description

**Some careers have more impact than others.**

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of **Customer Service Executive (New Business Associate)**

**Principal responsibilities**

**Preparation of Counter Offer Letter**
- Manual preparation of counter offer letters across all plan types
- Usage of RPA tools to generate counter offer letter
- Ensure accurate and timely sending of checked counter offer letters to financial consultant
- Provide support on New Business related queries

**Issuance of policies**
- Checking completeness of documents submitted and any other outstanding requirements
- Checking and verification of the data captured
- Liaising with payments team for premium related queries
- Send cases for CPF deduction after verification

**Freelook Processing**
- Handle and process freelook request in the system
- Liaise with advisers/client on outstanding requirements
- Calculate and verify freelook amount
- Preparation of freelook letters

**Medical Reports/Bills handling**
- Prepares request to hospitals/clinics to request for medical reports
- Medical report sharing with other insurers
- Send chasers and reminders on outstanding medical reports
- Consolidate and record medical bills received
- Verify individual medical reports billing and prepare a file to finance to reconcile the payout
- Report to management on the total payout on a monthly basis
- Liaise with cashiers on cheque preparation

**To provide any other day-to-day operations support assigned by supervisor**
- Processing and letter preparation of refunds for NTU/Withdrawn/Postponed/Declined letters
- Running system reports on a daily basis
- Trouble shooting of issues/error cases
- Assisting in any adhoc projects/system enhancements
Requirements

**Requirements**:

- At least university graduate
- Good written and verbal skills
- Good organizational skill and meticulous
- Familiar with life insurance processes
- Good interpersonal and customer servicing skills
- Able to withstand pressure and stay overtime as and when required (Example on Saturdays and during month end closing period)
- Positive working attitude
- Good analytical skills with some mathematical/financial background
- Able to multi task and be a team player

**What additional skills will be good to have?**_ _**
- Strategic Vision: Knows the impact of the job relative to the business priorities and acts accordingly
- Focus on Customer: Deliver service to internal/external customers in a reliable, alternative and available manner
- Change Leadership: Demonstrates willingness to implement change that adds value.
- Result Orientation: Ensures timely high quality deliverables
- Team Leadership: Contributes to the team’s high standard of performance.
- Share to Succeed: Shares ideas, knowledge and information beyond their team.

**You’ll achieve more at HSBC**

**Issued By HSBC Electronic Data Processing (India) Private LTD

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