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The Customer Service Assistant is responsible for proactively contacting existing customers within the company's database to strengthen customer relationships, re-engage inactive customers, and arrange face-to-face or virtual appointments with assigned Financial Advisors and Insurance Agents from the Partnership and Agency channels. The role serves as a key link between customers and the sales force, ensuring customers receive ongoing service support and financial consultation.

• Make outbound calls to existing and inactive customers to maintain communication and provide basic assistance.
• Arrange appointments between customers and Financial Advisors or Insurance Agents through face-to-face, telephone, or virtual meetings.
• Build good relationships with customers by providing friendly and professional support.
• Understand customers' basic inquiries or needs and refer them to the appropriate Financial Advisor or Insurance Agent.
• Update customer contact information and other basic records in the company system.
• Record customer feedback, questions, or requests and share them with the relevant team for follow-up.
• Make reminder calls to customers before scheduled appointments to confirm their availability.
• Maintain accurate records of customer calls, appointment status, and daily activities.
• Support customer engagement and follow-up activities assigned by the supervisor.
• Perform assigned administrative and office support tasks related to customer service operations.
• Follow company policies, procedures, and service standards in all customer communications.
• Carry out other duties assigned by the supervisor.

• Bachelor’s degree in any field.
• Any relevant certifications are a plus.
• Minimum 1 year of experience in a Call Center, Telemarketing, Customer Service, Insurance Sales, or related field.
• Experience in Life Insurance, Financial Services, Banking, or Customer Engagement activities is preferred.
• Experience in appointment setting, outbound calling, or customer retention activities will be an added advantage.
• Comfortable making high volumes of outbound calls and managing customer interactions professionally.
• Effective communication and persuasion skills.
• Attention to detail and accurate data entry.
• Basic Microsoft Office and CRM proficiency