Assistant Analyst – Policy Servicing & Conservation Branch Manager

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

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