Britam Customer Service Associate Jobs in Kenya

Britam Customer Service Associate Jobs in Kenya


Job purpose

  • Responsible for delivering an exceptional customer experience at the Britam branch level and putting the needs of every customer at the heart of every decision-making process.

    Key Responsibilities

  • Implement the customer experience strategy and ensure high standards of Customer Service are maintained at the branch level in the respective branch.

  • Investigate and respond to all customer enquiries promptly at the branch level.

  • Escalate complex queries to the appropriate functional area.

  • Maintain regular internal (to staff) and external (to customers) communication on Customer Service matters.

  • Carry out customer, FA and product-related document processing including scanning and indexing documents in the Document Management System.

  • Process pension queries and generates member statements on request.

  • Premium receipting and posting/allocating to the Line of Business systems and preparing daily premium reports.

  • Initiate processing of AMC business through scanning and indexing new business applications, top-ups, withdrawals, rollovers and switches.

  • Maintain an accurate record of all customer interactions in CRM through walkin clients, phone calls, letters, FAs, emails, and other customer interactions.

  • Preparation of the branch operations reports.

  • Maintain a neat and accurate petty cash record book and ensure petty cash float levels are kept.

  • Hold brief in the event the underwriting associate is absent by performing that role’s tasks.

  • Perform any other duties as may be assigned from time to time.

    Knowledge, experience and qualifications required

  • Bachelor’s degree in a business related field.

  • At least 2- 4 years’ experience in a similar position.

    How to Apply

  • For more information and job application details, see; Britam Customer Service Associate Jobs in Kenya


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