Job Summary
The Client Support Representative is primarily responsible for the effective processing of contractual and non-contractual policy changes and all Client requests in accordance with established policies and procedures.
PRIMARY ACCOUNTABILITIES
- Processing of Non-Contractual policy changes and Client requests:
- Checks documents received for completeness and return to source Units, if applicable
- Processes requests within standards
- Prepares and dispatches contract endorsements, as applicable
- Updates Tracking and Productivity Logs on completion of tasks
- Ensures that documents are placed to be scanned and filed
- Processing of Contractual policy changes:
- Receives Daily/ Weekly/ Monthly/ Yearly Changes reports from Technology Services
- Processes change (paid up/expires) within standards
- Updates Tracking and Productivity Logs on completion of tasks
SECONDARY ACCOUNTABILITIES:
- Provides timely feedback and responds to queries from FA, FASST and Clients
- Completes monthly, quarterly and half-yearly projects as necessary
- Participates in meetings and Team Building exercises
- Performs any other functions as required by Team Leader/ Coordinator
Qualifications
Education
Minimum 5 CXC O'Level passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes or an equivalent diploma or professional certificate with a focus on business or accounting.
Experience
1 year experience in an office environment.
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted.
What We Do
We are a leading financial institution in Trinidad and Tobago, providing an umbrella of specialised financial services that satisfy the diverse financial needs of existing and prospective Clients.
Our highly trained team of Financial Advisors and Team Members ensures that our Clients are guided to select the best solution for life’s circumstances, including individual and group life insurance, pensions, commercial and personal lines of general insurance, finance, trust and leasing services and retail services.
