Client Relationship Assistant

Summary

Give prompt and accurate information, process financial transactions and policy changes speedily and accurately through superior service. Provide assistance within the Client Data Management Unit to process member data received for personal accident, voluntary benefits, direct marketing, individual life, group life and health portfolios which includes, but not limited to, enrolment, terminations and member updates. Assist in the timely preparation and dispatching of correspondence, life certificates and health cards.

Responsibilities

• • Assist with maintaining plan files for school mate, church mate, personal accident, voluntary benefits, direct marketing, individual life, group health and life portfolios.
• • Perform routine membership reconciliation with member data received from group listings to identify and process additions, cancellations, plan transfers and reinstatements.
• • Communicate with clients by telephone and in writing to ensure the timely payment of premiums and discuss and resolve administrative issues.
• • Sort and maintain temporary current files for enrolment forms, correspondence, payment/salary listings and purge on a quarterly basis.
• • Prepare monthly reports for submission to immediate supervisor as requested.
• • Perform any other related duties assigned from time to time.

Required Skills

• • Excellent interpersonal skills.
• • Sound time management, human relations, and communication skills.
• • Proficiency in the use of computer software packages such as word processing and spreadsheet applications.
• • Keen attention to details.

Qualifications

• • A diploma in Business, Management, Marketing or a related discipline from a recognised Institution.
• • At least two (2) years’ working experience in the life insurance industry.
• • Successful completion of the HIA (Parts A & B) and LOMA (Parts 1 & 2) would be an asset.

Additional Information and Instructions

While we appreciate all applications, only shortlisted candidates will be contacted.

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