Key Duties and Responsibilities
- Check applications for completeness by ensuring that all underwriting requirements are met and all relevant documents are attached to the application.
- Examine applications for completeness and underwriting requirements and ensure that entries are made to the electronic system.
- Verify information on application against that on system and ensure that all relevant screens are accurately completed.
- Dispatch policy contracts, ensuring that all information is accurate.
- Record and dispatch policy contracts to financial advisors.
- Check Policy Acknowledgement receipt for completeness (date and signature) and send to the New Business Department.
- Provide administrative support for new business activities.
- Prepare client spreadsheets.
- Screen applications for reinstatement.
- Assist Customers requesting information both face-to-face and via telephone.
- Provide general assistance to financial advisors by supplying information on client’s portfolio.
- Prepare reports, as required.
- Prepare weekly production report for Branch Manager.
- Prepare weekly activities report for supervisor.
Academic Qualifications/Experience, Specialized Skills and Competencies
- Six (6) CXC or GCE “O” level subjects including English Language and a numeric subject
- Successful completion of LOMA 1 and 2
- Three (3) years’ work experience in a life insurance company
- Sound knowledge of computer applications, including word processors and spreadsheets
- Basic knowledge of Life Insurance principles
- Sound human relations and time management skills
- Ability to communicate effectively both orally and in writing
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