Client Relations Officer at APA Life Assurance Company Ltd

KEY PRIMARY RESPONSIBILITIES

• Ensure compliance with the regulations as set out by the Authorities for all Pension accounts.
• Enhance client relationship through Implementation of client servicing strategies to enhance customer experience.
• Advice Trustees on changes in the Retirement Benefits legislation and institute changes in legal documents, contracts and Service Level Agreements.
• Segregate and prioritize management of key clients, train and supervise account handlers on management of the accounts.
• Arrange organize presentations for training sessions including, pre-retirement training, personal financial management, in-house trustees training seminars and general member education.
• Organize, prepare, attend and make presentations on quarterly scheme performances for Boards of Trustees and Annual General Meetings for members.
• Prepare calendar of meetings for key clients and Boards of Trustees.
• Assist to grow business through the different sales channels
• Run System quality assurance checks and keep system logs, institute enhancements in current system to include regular regulatory changes and desirable enhancements.
• Address enquiries and feedback from clients within the timelines stipulated in the service charter and/or SLAs signed with respective clients and client visitation.

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in a Business-related degree.

JOB SKILLS AND REQUIREMENTS

• Interpersonal and Communication skills
• Time management skills
• Good negotiation skills
• Good relationship skills
• Strong organizational and report-writing abilities.

PROFESSIONAL QUALIFICATIONS

• TDPK
• CII/IIK Qualifications will be an added advantage

EXPERIENCE

• At least 5 years’ relevant experience