Customer Experience Associate (CXA) Level 1

Indigo Insurance Agency is a leading general insurance provider in the Bahamas. We are on a path of transformation from very manualized to digitalized processes.

As a CXA Level 1 at Indigo Insurance Agency, your primary responsibility will be to ensure exceptional customer service and satisfaction for our clients and claimants. You will play a crucial role in providing personalized assistance, addressing inquiries, and resolving clients' concerns. By delivering a positive customer experience while adhering to industry regulations and company policies, you will contribute to our mission of maintaining long-term client relationships and fostering business growth.

Key Responsibilities:

• Read and understand policy wordings
• Advise and guide clients to use payment portal and other non-cash payment options
• Assist clients and claimants with claims reporting
• Processing new business, endorsements, renewals and cancellations
• Prepare renewal presentations
• Answer phone calls
• Follow up with clients on outstanding receivables
• Respond to new/assigned/unassigned tickets (email, voicemail, messages)
• Update client profile
• Scan documents to client profile
• Renewals and retention calls to clients
• Renewals and retention updates
• Assist auditors when necessary

Requirements:

• High school diploma or higher
  
• Prior experience working within an insurance organization
• Demonstrable innovative and leadership qualities from previous roles.
• An appreciation for new technology and how it can elevate business processes and performance
• An insatiable appetite for improvement and growth
• An entrepreneurial approach to work and business
• Good proficiency in MS Office applications
• Strong planning, analytical, decision-making and communication skills.
• High integrity and non-compromising ethical standards.