Chiu Yi, Elly Wong

Provide professional customer services to Life Insurance enquiries by phone, email and counter service

• Maintain customer services in good quality to achieve customer satisfaction
• Support ad-hoc projects and administrative tasks as assigned

- 2023 Q4 TNPS Top Achiever

- 2024 Q1 TNPS Top Achiever

• Handles customer inquiries from different incoming channels e.g
• Phone, email, digital media etc timely and tactfully
• Provides customers with accurate product and policy service information
• Documents all inquiry information according to standard operating procedures
• Performs ad hoc tasks as required by supervisor being a team player to back up other functions for service continuity

• Prepare financial plans to ensure clients meet their goals
• Advise clients on current financial issues and make recommendations
• Generate new business and build relationships

• Handle customer enquiries and coordinate with suppliers
• Responsible for processing of sales orders and project coordination
• Handle daily logistic issues
• General office routine jobs for supporting

• Coordinate with site team and provide clerical duties & general administration on site
• Handling incoming and outgoing letter, perform document processing & maintain filling system
• Purchasing in E-system of miscellaneous materials/goods and vehicles for construction works, and related record keeping
• Handling the invoice and coordinate with accounts and quantity surveyor department
• Monitor and keep track of attendance records of the workers