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Customer Service Representative I

Company:  TATIL Life Assurance Limited
Sector:  Financial Services
Country:  Trinidad and Tobago
Location(s): 

SFO, TT

Job Function:  Banking / Insurance

 

 

<span 72="">POSITION SUMMARY

<span 72="">Responsible for providing administrative support to the department and customer service at first level. No decision making is required. Produces updates with data gathering

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<span 72="">KEY ACCOUNTABILITIES

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  • Has demonstrates some knowledge of the Company’s products and procedures and understands the industry regulations and compliance as it relates to the provision of information and services to clients.
  • Answers the telephone promptly in a professional and courteous manner and responds efficiently to the individual needs of the client and Agents, escalating to the Supervisor or Assistant Manager as necessary.
  • Collates and reconciles daily incoming requests
  • Administration of all routine functions related to Back Office processing (non-financial changes, Bonus Processing and Partial Surrender Processing), documentation, research and follow-up with relevant departments.
  • Processing of routine/straight forward processes financial and non-financial changes.
  • Receives clients request as required and updates client’s data.

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    <span 72="">EDUCATION & QUALIFICATIONS

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  • 5 Ordinary Level Passes including Mathematics and English, 2 A ‘Levels.
  • Associate Degree/Diploma in Business Administration or related field an asset

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    <span 72="">TRAINING

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  • Working Knowledge of Microsoft Office Suite (Word, Excel).
  • Customer Service environment

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    <span 72="">EXPERIENCE

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  • At least 1 year experience in the Life Insurance Industry with at least 1 year experience in Customer Service
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