JOB SUMMARY
Primarily responsible for providing effective service and administrative support to all Financial Advisors, by utilizing excellent, in-depth knowledge of company products and procedures, to ensure proper compliance and to improve service delivery
PRIMARY RESPONSIBILITIES:
- Ensures proper completion of all new applications submitted – Life, General, Fidelity
- Arranges client’s policy information requests and resolves client’s queries on behalf of the Financial Advisor.
- Partners with the Financial Advisors to meet and exceed client’s service expectations
- Partners with the Financial Advisors to meet and exceed the Branch production goals and objectives
- Effectively manage all new life applications from submission to delivery
SECONDARY RESPONSIBILITIES:
- Provides assistance to the Financial Advisor in preparing proposals for clients
- Assists in projects that may be planned from time to time.
- Prepares relevant reports as required by the Branch Manager
- Handles telephone services on behalf of the Financial Advisors – client queries, relaying messages
- Collects requests from Financial Advisors and ensures that all documents required for the processing of policy loans, surrenders, refunds, and dividends, maturities, all claims, are in compliance with the established procedures.
QUALIFICATIONS
EDUCATION
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
8 CAPE passes (full certificate) or an equivalent diploma or professional certificate
EXPERIENCE
At least one (1) year experience in Customer Service role
Ability to operate in a fast pace 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
Skills Required
- At least five CSEC passes, including Grade 1 or 2 in Mathematics and English A
- Eight CAPE passes with a full certificate, or an equivalent diploma or professional certificate
- At least one year of experience in a customer service role
- Ability to operate in a fast-paced environment
- Police certificate of character dated within six months of the stamp date
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.
