[ref. m83473116] Tarlac - Client Service and Administrative Assistant
Client Service and Administrative Assistant
Location: ClarkShift: 7AM - 4PM PH Time, Monday to Friday
Arrangement: Onsite
Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.
Role Purpose/Job Summary:
We are a reputable company seeking a diligent and trustworthy Client Service and Administrative Assistant to be part of our vibrant team. This fast-paced, phone-based administration role will support all three of our brands and contribute to maintaining and achieving weekly revenue targets.We are looking for someone agile and adept at thriving in a fast-paced work environment.
Responsibilities:
Prepare and process client insurance documents with efficiency and accuracy.
Keep client information updated and well-organised in the Salesforce database.
Handle client documentation according to established policies and compliance requirements.
Respond to client inquiries promptly and professionally via phone and email.
Organise medical appointments and manage doctors' reports for insurance purposes.
Assist the sales team with administrative tasks such as filing, scanning, and organising documents.
Manage tasks according to service standards.
Maintain confidentiality in handling client information.
Comply with risk and compliance guidelines.
Communicate effectively with clients and other stakeholders.
Collaborate with external partners and financial institutions.
Provide warm and professional service to clients via phone and email.
Effectively manage the sales pipeline to achieve weekly revenue targets.
Qualifications:
- 3 years of experience in client service or administration within the financial advice sector.
Proficient in written and spoken English communication skills.
Experience using Salesforce or other CRM software is a plus.
Excellent oral and written communication skills, capable of effectively engaging with clients and coworkers.
Proficient in using Microsoft Teams, Word, Excel, and Outlook.
Agile and capable of thriving in a fast-paced work environment.
Possess a "can-do" attitude, quick to learn, responsible, and dedicated to team collaboration.
Well-organised with high attention to detail.
Capable of managing multiple tasks and prioritising to meet deadlines.
Resourceful and able to find solutions to challenges.
Adaptable in a dynamic work environment.