Job Purpose and Key responsibilities
Reporting
to the Assistant Manager Underwriting, and operating in a highly competitive
and dynamic environment. The Life Insurance Client Services
Representative is responsible for providing exceptional
support to clients by addressing inquiries, processing policy changes, and
ensuring a smooth customer experience. This role requires an understanding of
life insurance products, excellent communication skills, and a client-first
mindset. This challenging position requires the candidate to perform the
following functions
- Serve as the primary point of contact for client
inquiries and service requests.
- Assist clients with policy information, premium
payments, beneficiary updates, and claims processes.
- Resolve client issues efficiently while
maintaining a high level of customer satisfaction.
- Collaborate with underwriters, agents, and other
departments to ensure accurate and timely service delivery.
- Maintain up-to-date knowledge of life insurance
products, regulatory requirements, and company policies.
- Document all client interactions in CRM systems
and ensure compliance with data protection standards.
- Generate reports and assist in policy audits or
reviews as needed.
- Perform any other duties as may be assigned from
time to time
- TATs on policy document issuance
- TATs on debiting accurately
- Renewal ratio
- Operational efficiency and compliance
- Regulatory and internal company compliance
Knowledge, experience and qualifications required
- Relevant degree from a recognized university
- Strong interpersonal and problem-solving skills
- Sound knowledge of computer skills
- Excellent organizational, interpersonal, and
analytical skills
- 2 years of Life insurance experience
How to Apply
