Client Service Representative – Mandeville

While we appreciate all applicants, only applications received via Sagicor's career portal https://career4.successfactors.com/career?company=sagicorfinP2 will be considered.

"Looking for a diverse and rewarding career? If you're looking to grow your career within a stable and growing financial services company, then Sagicor may be right for you!"

Sagicor Life Jamaica Limited is seeking a suitable candidate to join our Branch Administration team in the capacity of:

Client Service Representative – Mandeville
(Grade 3)

Deliver superior service and experience with every interaction to the company’s clients consistent with the objectives of the division.

Give prompt and accurate information; process financial transactions and policy changes speedily and accurately.

Location: Manchester

As a Client Service Representative, you will:

• Interview clients requesting funds and advise them of the amounts available.
• Assist with the completion of forms.
• Take the necessary steps to properly identify policyholders.
• Maintain client retention initiative to dissuade customers from surrendering policy as well as persuade them to purchase additional coverage where the client has minimal coverage.
• Introduce clients to other products offered within the group.
• Process clients’ queries appropriately through other units or departments as required; follow-up to ensure completion.
• Log detailed summary of all interactions with clients on the ECRIS Service Centre portal including complaints.
• Provide information to EBA, EBD and IL clients on claim status, policy status, loans, dividend and fund balances.
• Clarify policy benefits.
• Advise clients of the associated transaction fees for the associated disbursement.
• Review and record all health claims received and submit the original to the Claims Department.
• Input data to generate policy benefit cheques for walk-in clients and transactions initiated in branches and received by mail.
• Obtain and enter on the system, updated biographic information for all clients interviewed. KYC requirements must be satisfied for all clients.
• Process all policy changes via the workforce management system (P360) and provide feedback to internal/external clients as appropriate on an on-going basis.
• Perform other job-related duties assigned from time to time.

What do you need?

• Bachelor of Science Degree in Business, Management, Marketing or a related discipline from a recognised tertiary institution.
• ACS designation.
• Two (2) years’ working experience within the Insurance industry.
• Sound knowledge of computer software packages including spreadsheet and word processing applications.
• Excellent attitude to client service and teamwork.
• Ability to communicate effectively both orally and in writing.
• Demonstrable persuasiveness, empathy and tact.
• Sound knowledge of computer software packages including word processing and spreadsheet application.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than October 31, 2025.

While we appreciate all applications, only shortlisted candidates will be contacted.