Vacancy title:
Customer Service Associate -Life
Jobs at:
BritamDeadline of this Job:
31 December 2021
Summary
Date Posted: Friday, December 17, 2021 , Base Salary: Not Disclosed
JOB DETAILS:
Customer Service Associate -Life (6 Positions)
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
Knowledge, experience and qualifications required
• Bachelor’s degree in a business related field
• At least 2- 4 years’ experience in a similar position
Education Requirement: No Requirements
Job Experience: No Requirements
Work Hours: 8
Job application procedure
Use the link(s) below to apply on company website.
• Customer Service Associate -Life (6 Positions)
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