The Client Services function is primarily responsible for administering the completion of a customer’s life insurance application, which includes interviewing the customer, processing and finalising all aspects that relate to the electronic applications, which also includes all associated follow-up work.
Key responsibilities include:
- Process electronic applications and transfers, in accordance with daily/weekly allocation and quality targets.
- Manage the interview process with customers to record further information over the phone to finalise application process efficiently and effectively.
- Proactively follow-up on client requirements as requested by insurance companies and/or the Team Leader, to ensure documentation is returned within agreed timeframes.
- Take the end-to-end lead with customers and ensure that customer queries are responded to within a timely manner to facilitate a speedy and quality completion process.
- Ensure all work is completed to agreed service levels and quality standards.
