Assistant Analyst – Policy Servicing & Conservation at CIC Insurance

 PURPOSE:

The incumbent will be responsible for timely and effective communication to clients to enhance customer retention.

PRIMARY RESPONSIBILITIES:

• Ensure the execution of timely conservation calls;
• Maintain prompt and efficient responses to customer and intermediary queries to enhance customer satisfaction;
• Ensure timely processing of customer loans;
• Ensure timely and effective communication and processing of customer endorsements and reinstatements;
• Recording customer complaints on complaints register;
• Ensure policies are conserved and transitioned to paid-up status within designated timeframes;
• Ensure processing and sending out Annual Tax Relief Forms;
• Sending out timely statement and renewal emails;
• Preparation of monthly business reports and;
• Any other related projects and duties as assigned from time to time.
• Academic, Professional and Technical Competencies

Academic and Professional Requirements

Education

• Bachelor’s degree in Commerce or in a related field

Professional Qualifications    

• Progress towards IIK or ACII