Britam – Customer Service Associate -Life (6 Positions).

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Job purpose

Responsible for delivering an exceptional customer experience at the Britam branch level and putting the needs of every customer at the heart of every decision-making process.

Key Responsibilities

  • Implement the customer experience strategy and ensure high standards of Customer Service are maintained at the branch level in the respective branch
  • Investigate and respond to all customer enquiries promptly at the branch level
  • Escalate complex queries to the appropriate functional area
  • Maintain regular internal (to staff) and external (to customers) communication on Customer Service matters.
  • Carry out customer, FA and product-related document processing including scanning and indexing documents in the Document Management System
  • Process pension queries and generates member statements on request
  • Premium receipting and posting/allocating to the Line of Business systems and preparing daily premium reports
  • Initiate processing of AMC business through scanning and indexing new business applications, top-ups, withdrawals, rollovers and switches
  • Maintain an accurate record of all customer interactions in CRM through walkin clients, phone calls, letters, FAs, emails, and other customer interactions
  • Preparation of the branch operations reports
  • Maintain a neat and accurate petty cash record book and ensure petty cash float levels are kept
  • Hold brief in the event the underwriting associate is absent by performing that role’s tasks
  • Perform any other duties as may be assigned from time to time
 Knowledge, experience and qualifications required
  • Bachelor’s degree in a business related field
  • At least 2- 4 years’ experience in a similar position


Unposting Date

: 02-01-2022




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