Relationship Agent

Description

Job Summary: Operational opportunity for in-person, virtual, and telephone customer service to members, including prospecting, commercialization of products and services, and guidance on electronic channels. Key Highlights: 1. Multichannel customer service: in-person, virtual, and telephone 2. Engagement in prospecting and commercialization of products and services 3. Strengthening relationships with members **Description and Responsibilities:** **Working Hours:** Monday to Friday, 8:30 AM to 5:30 PM **Level:** Operational **Employment Type:** Permanent – CLT * Provide in-person, virtual, and telephone customer service to members * Conduct portfolio follow-up to strengthen relationships * Monitor corporate emails * Open accounts and update registration data * Handle insurance-related collections * Engage in prospecting and commercialization of products and services * Guide members on the use of electronic channels **Requirements:** Education: Completed or currently pursuing a bachelor's degree in Administration, Accounting, Economics, Financial Management, Business Processes, Commercial Management, Marketing, Human Resources, or technology-based programs in business-related fields, among other related disciplines. **Desirable Qualifications:** * CPA-10 or CPA-20 certification * Experience in financial institutions **Benefits:** Medical assistance, Dental assistance, Education allowance, Food voucher, Meal voucher