Client Relationship Officer - Tourism Workers Pension Scheme

About the role

Sagicor Employee Benefits Administrators Limited is hiring a Client Relationship Officer for its Pension Services team, managing the Tourism Workers Pension Scheme (TWPS) client relationship in Kingston. The role proactively anticipates client needs so that current and prospective members receive responsive, high-touch service.

Key responsibilities

• Log, investigate, track and resolve queries and complaints from members, employers, trustees, regulators and internal stakeholders.
• Support enrolment through completion and deliver responsive service to current and prospective TWPS members.
• Vet applications, verify supporting documents, conduct client risk assessments and maintain application logs.
• Update member records and contact information, resolve complaints and monitor member relationships.
• Follow up on retirement and termination cases, support education initiatives and handle Sales Team queries about the scheme.
• Prepare pension proposals, projections, status letters and monthly service reports.
• Conduct virtual meetings with active and retiring members, coordinate investment advice referrals and help members who reach retirement age.
• Make courtesy calls to new members after welcome packages, submit change certificates and work with the Sales Team on unsettled applications.

Required profile

• Bachelor's degree in Finance, Economics, Management Studies or an equivalent recognized qualification.
• Two years' experience in client service; two years in the pension industry is an asset.
• Knowledge of retirement schemes, the Pensions Act, attendant regulations and Income Tax Act provisions.
• Ability to manage confidential member information.

Required skills

• Sound knowledge of computer software, including spreadsheets and word processing.
• Excellent oral and written communication, client-service and relationship-management skills.
• Organization, time management, accuracy, follow-through and sound judgement.

Candidates apply through Sagicor's career portal by October 30, 2026; only shortlisted candidates will be contacted.