Client Services Associate

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 Insurance Operation Services - Client Engagement and Communication team in the capacity of:

Client Services Associate

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 and process financial transactions and policy changes speedily and accurately.

Location: Kingston

As a Client Services Associate, you will:

• Greet and monitor the movement of clients to be served by the Client Services Representatives on an on-going basis.
• Interview clients requesting funds and advise them of the amounts available.
• Maintain client retention initiatives to dissuade policyholders from surrendering policy as well as persuade them to purchase additional coverage where the client has minimal coverage.
• Process clients’ queries appropriately through other units or departments as required and follow-up to ensure completion.
• Introduce clients to other products offered within the group.
• Provide information to clients on claims status, policy status, loans, dividend and fund balances.
• Request and dispatch status letters and health cards ensuring that proper verification is done.
• Input data to generate policy benefit payments for walk-in clients, transactions initiated in branches and received by mail.
• Ensure all pertinent data relating to clients are collected at the time of interaction.
• Process all policy changes via the workforce management system (P360) and provide feedback to internal/external clients as appropriate.
• Receive incoming mail from clients.
• Perform other job-related duties assigned from time to time.

What do you need?

• Associate’s Degree in Business Management studies or equivalent qualifications from a recognized institution.

• Completion of AHIP courses Parts A & B.
• At least two (2) years of Customer Relations experience.

• 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 such as word processing and spreadsheet applications.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than August 22, 2025.

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