Member Relations Officer – Retirement Benefits at CIC Insurance

PURPOSE
To manage client relations in respect to retirement benefits scheme members in accordance to Retirement Benefits Authority compliance requirements.

Primary Responsibilities

1. Handle scheme members service issues and queries;
2. Escalate member queries to the relevant job role and communicate feedback to the members;
3. Promote organizations customer service charter;
4. Conduct member education and training on benefits management;
5. Keep updates on relevant regulatory changes affecting the members of the retirement benefits schemes;
6. To conduct training of intermediaries and branch customer service representatives on retirement benefits products;
7. Plan and organize for retirement planning trainings for members of schemes, Intermediaries and participating employers;
8. To design and manage member relations tools;
9. Preparation of reports on member education requirements and activities and ensure compliance reports are done;
10. Support all CIC Life Retirement Benefits Business Events;
11. Develop and maintain good working relations with all the CIC Group Distribution Channels and internal customers;
12. Conduct scheme members, pensioners/ annuitants and beneficiaries’ existence audits;
13. Provide input for the customer service reports; and
14. Any other relevant duties as assigned from time to time.

PERSON SPECIFICATION

• Academic Qualifications
  1. Bachelor’s Degree in Business, Insurance, Actuarial, Statistics/Mathematics

Professional Qualifications

1. Progress towards a professional certification (AIIK/FSRI/ACII/) will be an added advantage

Experience

1. Minimum of 2 Years work experience in a similar role

Skills and Attributes

1. Excellent communication and presentation skills
2. Technical competence in insurance and pension administration
3. Proficient in MS Excel with excellent analytical skills