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Position: Customer Service Representative

Location: Port of Spain / Trinidad and Tobago

Company: TATIL Life

 

Job Description:

  • Provides prompt and quality Customer Service by projecting and demonstrating a high level of professionalism, courtesy and initiative in accordance with established guidelines and policies.
  • Demonstrates a thorough knowledge of the Company’s products and procedures, and a good understanding of 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 clients and Agents, escalating to the Supervisor or Assistant Manager as necessary.
  • Screen and maintain new life policy applications on the system. Maintain Business Pending Business and Client Query Log and follow up on outstanding requirements with the agents and/or client.
  • Review all agent’s documents before submitting to Head Office for completion as per established by compliance standards.
  • Coordinates and packages all applicants’ requests, forms and policy changes for the courier bag for submission to the relevant department within one day of receipt.
  • Coordinates all cash processing functions according to the Cash policy procedures.
  • Sustains our clients through conservation methods and other customer focused initiatives.
  • Maintains and reconciles the new applications number book.
  • Support the agents’ business with premium calculation for new and existing business.
  • Maintain agents’ production rewards according to the standards established by Sales Administration.
  • Performs other related duties as required.

 

Personal Characteristics:

  • Accuracy – ensures that data presented is free from error
  • Attention to detail – thoroughness in accomplishing a task through concern for all the areas involved. Monitors and checks work or information and plans and organizes time and resources efficiently.
  • Critical thinking – the ability to break a situation down into smaller pieces to identify its key or underlying issues.
  • Customer focus – making customers and their needs a primary focus of one’s actions; developing and sustaining productive customer relationships
  • Drive for results – demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
  • Planning & organizing/time management – establishes a systematic course of action for self or others to ensure accomplishment of a objectives. Sets priorities, goals, and timetables to achieve maximum productivity.
  • Collaboration/teamwork – develops cooperation and teamwork while participating in a group, working towards solutions which generally benefit all involved parties.

 

Required Qualification:

  • 5 CXC / O’Levels and 2 A’Levels/CAPE passes
  • Diploma in Business Administration or related field  would be an asset
  • Minimum 1 year in an insurance background or financial services.
  • Training in Customer Services procedures and policies.
  • Ability to read and interpret documents
  • Ability to interpret instructions
  • Working knowledge of Microsoft Office Suite and other operating software relevant to the department.

How to apply:
These are the requirements for applying for this job:

- Do you have 5 CXC/ O'levels or 2 CAPE/ A'level passess? - Do you have a minimum of 1 years' work experience in an insurance background or financial services? - Do you have training in Customer Service policies & procedures? - Are you able to read and interpret instructions, and documents? - Do you have working knowledge of the Microsoft Office Suite and other operating software related to the relevant department?