Customer Service Representative – Life & Health Insurance

About the role

Guardian Life of the Caribbean Limited is looking for a customer‑focused Customer Service Representative to deliver exceptional support to clients, agents and brokers across its Life and Health insurance portfolio. You will be the first point of contact, handling inquiries, processing requests and ensuring a smooth, professional experience for all stakeholders.

Key responsibilities

• Answer and resolve client, broker and agent calls, visits, and written queries, providing accurate solutions.
• Process policy‑related requests such as cheque issuance, beneficiary changes, and address updates in a timely manner.
• Receive, record and process premium and miscellaneous payments, as well as invoices from doctors and laboratories.
• Maintain detailed interaction logs and ensure all documentation is up‑to‑date.
• Monitor and close CRM cases within agreed turnaround times.
• Participate in issue‑resolution huddles and resolve digital portal tickets promptly.
• Follow up on CX survey responses to guarantee customer satisfaction.

Required profile

• Strong communication skills with a customer‑service mindset.
• Attention to detail and ability to handle financial transactions accurately.
• Proactive approach to follow‑up and problem solving.
• Ability to work collaboratively with internal teams and external partners.

Required skills

• Experience with CRM platforms.
• Familiarity with payment processing and invoice handling.

What we offer

• Opportunity to work within a leading Caribbean insurance provider.
• Professional development in the life and health insurance sector.
• Supportive team environment focused on service excellence.