Customer Service Associate -Life (6 positions) – (2100008Q)
Job
purpose
Responsible for
delivering an exceptional customer experience at the Britam branch level and
putting the needs of every customer at the heart of every decision-making
process.
Key Responsibilities
- Implement the customer
experience strategy and ensure high standards of Customer Service are
maintained at the branch level in the respective branch
- Investigate and respond to all
customer enquiries promptly at the branch level
- Escalate complex queries to the
appropriate functional area
- Maintain regular internal (to
staff) and external (to customers) communication on Customer Service
matters.
- Carry out customer, FA and
product-related document processing including scanning and indexing
documents in the Document Management System
- Process pension queries and
generates member statements on request
- Premium receipting and
posting/allocating to the Line of Business systems and preparing daily
premium reports
- Initiate processing of AMC
business through scanning and indexing new business applications, top-ups,
withdrawals, rollovers and switches
- Maintain an accurate record of
all customer interactions in CRM through walkin clients, phone calls,
letters, FAs, emails, and other customer interactions
- Preparation of the branch
operations reports
- Maintain a neat and accurate
petty cash record book and ensure petty cash float levels are kept
- Hold brief in the event the
underwriting associate is absent by performing that role’s tasks
- Perform any other duties as may
be assigned from time to time
Qualifications
- Bachelor’s degree in a business
related field
- At least 2- 4 years’ experience
in a similar position
How to Apply
