Teller - Customer Services Officer (IIQE)

Key Responsibilities

• Customer Care & Frontline Engagement:

  • Act as the primary contact for walk-in policyholders, providing warm, professional, and efficient service.

  • Resolve customer inquiries across policy details, premium payments, claims procedures, and coverage options.

  • Manage customer feedback and complaints with empathy and professionalism, ensuring high satisfaction ratings.

• Policy Servicing & Support:

  • Guide policyholders through general policy administration, including address/contact updates, beneficiary changes, policy loans, and claim submissions.

  • Educate clients on digital self-service tools and online portal features to enhance customer experience.

• Cross-Buying & Client Value Addition:

  • Understand customer insurance needs during service interactions and introduce suitable life, medical, or general insurance options.

  • Execute cross-buying initiative strategies and refer interested clients to internal specialists or advisors.

• Compliance & Standards:

  • Adhere to Insurance Authority (IA) regulatory guidelines and internal compliance standards.

  • Maintain accurate customer interaction records and documentation.

Requirements & Qualifications

• Education: Higher Diploma or Degree holder in any discipline.

• Licensing Requirements:

  • IIQE Passes (Papers 1, 3, 5) are preferred, but NOT required.

  • Open to non-IIQE holders (full training and examination support will be provided).