About the Job
As a Customer Service Representative, you'll be the first point of contact—solving problems, building trust, and making every customer feel valued. This role is perfect for someone who thrives on connection, communicates with empathy, and loves turning challenges into positive experiences.
Job Overview
The Customer Service Representative provides prompt, reliable, courteous, and professional service to Customers (internal and external), Agents, and Brokers at all times. He/She assists in the accurate processing of payments and bank deposits.
Job Responsibilities
Client Operations and Client Services
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Receive, record, and respond to Client, Broker, and Agent calls, visits, or written queries, with a view to finalizing the query and providing the Customer with an appropriate solution/explanation.
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Receive, record, and process all possible Customer requests for Life and Health Insurance Policies (for example: cheque requests, beneficiary change, change in address) timely, accurately, and efficiently within the agreed standards. Follow up on all outstanding requirements and provide all necessary documents showing the effective change(s).
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Complete the Customer Interaction Logs as required and submit to the Team Leader by the stipulated deadlines.
Payment Processing
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Receive and process premium payments and miscellaneous payments for Life and Health Insurance Policies.
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Ensure that all financial matters and documentation are appropriately and accurately completed and maintained.
Customer Relationship Management
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Participate daily and monitor Customer Relationship Management (CRM) cases to ensure cases are closed on the system within the agreed Turnaround Times (TATs).
Issue Portal Resolution (CX Responsibilities)
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Attend all issue resolution huddles, contribute towards resolving issues raised, and resolve all issues assigned/highlighted at the issues huddle resolution deriving from the CX issue portal within agreed TATs.
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Resolve issues submitted digitally via the issue portal within stipulated turnaround times for the issue type.
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Follow through with all CX customer pulse survey responses, ensuring customer satisfaction by closing the loop.
Report Processing
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Collate statistical information for use by Team Leader, Customer Service, and Management as required.
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Perform any other related duties as assigned by the Team Leader – Customer Service or Manager.
Education and Experience
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5 CXC/CSEC passes including Mathematics and English Language.
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2 A’ Level passes.
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LOMA 280, 290, ACS 100, and all related parts.
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At least 2 years’ experience in a Customer Service Department.
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Basic knowledge of anti-money laundering procedures.
Additional Requirement
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As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.
Person Specification
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Flexible and highly adaptive to changes in the organization.
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Excellent interpersonal skills with a strong customer service focus.
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Meticulous, organized, and detail-oriented individual.
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Possesses strong problem-solving abilities.
Confidentiality
Applications will be treated with the utmost confidentiality.
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