Customer Service Representative-TATIL

Customer Service Representative

CUSTOMER SERVICE REPRESENTATIVE – BRANCH OFFICE – TATIL LIFE ASSURANCE

This position reports to the Regional Supervisor and is primarily responsible for providing effective customer service to all customers by utilizing excellent in-depth knowledge of company products and programs, as well as team members within the Customer Service Department.

The incumbent will be required to utilize his/her proven expertise to:

• Demonstrates a thorough knowledge of the Company’s products and procedures, and a good understanding of industry regulations and guidelines as it relates to the provision of information and services to clients.
• Answers the telephone by the third ring in a professional and courteous manner, and responds efficiently to the individual needs of the client, escalating to the Supervisor or Assistant Manager as necessary.
• Prepares and updates new business applications on a daily basis. 
• Updates and maintains data entry system of new Life Insurance Business.
• Completes and maintains applications within 24 hours of receipt.
• Coordinates all cash processing functions; maintains petty cash, cash collections and audits receipt books.
• Provides clients with accurate, relevant and necessary information to avoid termination   of policy (Paid-to-date, CSV. Etc)

The ideal candidate will have:

• 5 Ordinary level passes, including Mathematics and English
• Working Knowledge of Microsoft Office Suite, and other operating software relevant to the department.
• Training in Customer Services procedures and policies.

The candidate should have at least 1 years’ experience in a customer service environment, preferably in the insurance or financial sector. An Associate Degree in Management will be an asset.