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Client Support Representative @ Maritimefinancial

San JuanOnsiteFull-time
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About this role

JOB SUMMARY

The Client Support Representative is primarily responsible for the effective processing of contractual and non-contractual policy changes and all Client requests in accordance with established policies and procedures.

PRIMARY RESPONSIBILITIES:

A. Processing of Non-Contractual policy changes and Client requests:

• Checks documents received for completeness and return to source Units, if applicable

• Processes requests within standards

• Prepares and dispatches contract endorsements, as applicable

• Updates Tracking and Productivity Logs on completion of tasks

• Ensures that documents are placed to be scanned and filed

B. Processing of Contractual policy changes:

• Receives Daily/ Weekly/ Monthly/ Yearly Changes reports from Technology Services

• Processes change (alterations) within standards

• Updates Tracking and Productivity Logs on completion of tasks

SECONDARY RESPONSIBILITIES:

• Provides timely feedback and responds to queries from FA, FASST and Clients

• Completes monthly, quarterly and half-yearly projects as necessary

• Participates in meetings and Team Building exercises

• Performs any other functions as required by Team Leader/ Coordinator

QUALIFICATIONS

EDUCATION

Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and

8 CAPE passes (full certificate) or an equivalent diploma or professional certificate

EXPERIENCE

Minimum two (2) years experience in a corporate office environment

Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.

We thank you for your application. However, only if you have been short-listed, you will be contacted

Skills

Client Support Unit

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