Job Description

Posted on November 6, 2020

PURPOSE OF THE JOB:

To strategically initiate and respond to all Assurance clients needs.

KEY PERFORMANCE AREAS:

Attend To calls by providing information related to insurance policies and information about any modifications in the policy to prospective as well as current clients.
Keep customer transactions and interaction records including all the complaints, inquiries, comments, and actions performed.
Provide feedback from clients as well as forward necessary documentation received to affected department.
Examine whether the necessary changes were made in so as to resolve the customer’s problems.
Advise Premium Administrator regarding clients who wish to cancel policies.
Ensure collection and proper upkeep of insurance records.
Solicit sale of additional or new products and services.
Upkeep of Funeral Insurance Management System.
Maintain strong customer relationships.
Promote sale of funeral policies.
Protect the company reputation.
Issue policies to customers.
Communicate effectively with reporting line managers.
Keep the business place clean and tidy at all times and
Carry out any other duties assigned by line Managers.
EDUCATIONAL REQUIREMENTS:

Minimum of a Diploma in any business related program.
At least 3 years’ experience in a fast Service Delivery Industry
REQUIRED COMPETENCIES:

Effective communication at all levels
Pacify difficult customers and handle their problems
Willingness to provide assistance
Approachable
Good memory to remember details and data
Able to work in flexible work timings.
Able to cope with a fast-paced work environment
Resolve problems efficiently after critically analyzing situations.
Computer literate
Ability to make timely decisions
Highly assertive
Eye for details