Customer Experience Executive at Liberty Life
Job Summary
This position is responsible for building sustainable relationships of trust through open, proactive and interactive communication with customers in order to drive loyalty and retention. The role is key in delivering the customer value proposition and adhering to the customer service charter.
Key Responsibilities
Continually update the customer profile so that Liberty Life retains the most current information about the customer and is therefore able to provide them with personalized communication and solutions.
To keep abreast and well-appraised on key investment and financial market events to provide customers with informed analysis of the markets and their investment solutions.
Proactively ensure that the customer’s portfolio, as administered in our systems, is always up to date and that any issues identified are rectified before the customer has sight of them.
Always provide convenience to the customer by informing them of all available touchpoints and eliminating all barriers to service while taking full ownership of customer issues.
To promptly receive, acknowledge, and action customer communication whether through email, call, text, or social media so that the customer experiences a seamless interaction with the business.
Leverage existing strong bonds with customers to create loyalty and satisfaction.
Ensure that the customer fully understands and appreciates the solutions that they have from Liberty Life and that these remain relevant even with the customer’s changing lifestyle and advise the customer appropriately should an update to the solution be necessary.
Ensure that the customer is always updated on the status of their products with Liberty Life and where gaps are identified in premium payment or servicing of loans, a resolution is provided.
Develop strong relationships with customers to understand their financial needs and thereafter propose appropriate Liberty Life solutions.
Walk with the customer through their various life events and ensure that they can exploit and enjoy the benefits of their products while continuing to fully service these and/or take additional ones.
Qualifications
Bachelor’s degree CIM/MSK Certificate or ICX Membership would be an added advantage
Experience
At least 2 years’ experience in a customer experience role in the insurance or financial services industry (desirable)
Competencies
Good understanding of insurance operations and concepts
Knowledge of insurance regulatory requirements
Knowledge of claims procedures
Effective business management skills
Demonstrable commercial and financial management experience
Excellent organizational and stakeholder management skills
Customer service skills
Strong interpersonal skills
Ability to prioritize tasks and manage time efficiently
Team player
Solutions – focused mindset
Knowledgeable in financial solutions and market trends
Business acumen
