Dedicated Specialist

2009-03-16 • Outros EmpregosOutros Paises • Sun Life Information Services Ireland Ltd.

JobSummary


The Bermuda Operations team has an opportunity available for a Bermuda Specialist. The successful candidate will be responsible for providing back office administrative and customer service support to our Bermuda Operations from our Waterford office. The candidate will be required to have a strong level of Spanish and/or Portuguese, both written and oral.

As the team will be supporting Bermuda Operations the successful candidates will be required to work shift work between 1.30pm and 10pm.

Main Accountabilities
Daily processing of all transactions such as new account set up, maintenances, withdrawals and agent appointments.

Processes ad hoc customer requests in a timely and accurate manner.

Communicates with customers through outbound and inbound calls.

Communicates with Broker Dealer Offices to clarify new business requirements

Completes written customer correspondence when necessary.

Meets established quality control measures

Meets individual productivity requirements

Provides follow up on requests that cannot be immediately resolved.

Builds relationships with staff from other departments to ensure queries are responded to in a timely manner

Escalates issues to management when needed

Works with management to set daily priorities to ensure prompt and efficient service

Identifies process improvements to increase efficiencies and streamline processes

Actively participates in departmental team meetings and other open forums

Assists with department projects and initiatives as needed
Education/Experience
Diploma/BA/BS degree or equivalent experience

1 year proccesing experience

1-2 years of customer service / financial services experience
Skills/Knowledge
Fluency in Spanish and/or Portuguese, both oral and written

Strong written and verbal communication skills

Strong commitment to customer service and quality

Strong research and follow-up skills

Strong analytical and problem solving skills

Proven ability to successfully cope in a fast-paced, demanding environment

Proven ability to work independently and in a team environment
IF you are interested, please complete an internal vacancy form and submit, with your cv to HR

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