Customer Service Representative - Non-Sales

Overview

Receive premiums from all over-the-counter clients, post to receipting system and give appropriate receipt/update premium receipt books for Home Service clients. Adhere to strict internal controls and cash handling procedures.

Balance cash at the end of the day and show account of all payments by offices, e.g., other districts, Financial Services, BahamaHealth.

Assist clients with queries relating to their insurance to ensure their satisfaction. This includes completion of loan, dividends, and cash surrender form completion for ordinary policies.

Assist the Supervisor with the scrutiny of all new business applications, transaction schedules and reinstatements for all lines of business to ensure proper completion prior to entry on the system. Partner with sales staff to ensure that all underwriting requirements/requests for correction on new business and returned applications are completed and submitted to the Underwriting Department on a timely basis.

Provide support to the sales staff in ensuring accurate and timely processing of payments, all applications, reinstatements and schedules changes, etc.

Key Responsibilities

• Receive premiums from all over-the-counter clients, post to receipting system and give appropriate receipt/update premium receipt books for Home Service clients. Adhere to strict internal controls and cash handling procedures.
• Balance cash at the end of the day and show account of all payments by offices, e.g., other districts, Financial Services, BahamaHealth.
• Assist clients with queries relating to their insurance to ensure their satisfaction. This includes completion of loan, dividends, and cash surrender form completion for ordinary policies.
• Assist the Supervisor with the scrutiny of all new business applications, transaction schedules and reinstatements for all lines of business to ensure proper completion prior to entry on the system. Partner with sales staff to ensure that all underwriting requirements/requests for correction on new business and returned applications are completed and submitted to the Underwriting Department on a timely basis.
• Provide support to the sales staff in ensuring accurate and timely processing of payments, all applications, reinstatements and schedules changes, etc.

Knowledge & Skills

• 5 BGCSE's (with grades C and above including Math & English)
• Associate degree preferred
• Knowledge of Microsoft Office Suite (Word, Excel, Outlook)
• Demonstrated strong customer service experience
• Effective time management skills
• Strong organizational skills
• Cash handling experience preferred