Unidentified Suspense Assistant (Contract)

Summary

Process transfers and refund of payments from the Unidentified Suspense Account in an accurate and timely manner to ensure client satisfaction and the achievement of the Department’s goals and objectives.

Responsibilities

• Administer the unidentified suspense accounts:

  • • Check computer records for client information.
  • • Contact clients to verify payment received.
  • • Apply money to policy number identified or refund as appropriate.
  • • Prepare letters for clients/ deducting authorities advising them to discontinue payment to Sagicor and send letters with cheques to the clients/ companies.
  • • Contact Financial Advisors to assist with the location of clients or allocation of payments.
• • Prepare journal vouchers, cheque requisitions or action forms as appropriate.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Excellent human relations and time management skills.
• • Customer-service oriented.
• • Working knowledge of insurance policies and processes.
• • Ability to communicate effectively both orally and in writing.
• • Working knowledge of basic accounting principles.
• • Working knowledge of computer software packages including word processing and spreadsheet applications.

Qualifications

• • Minimum of six (6) CSEC general proficiency subjects including Mathematics and English Language.
• • LOMA (parts 1 and 2) or other industry related designations would be an asset.
• • At least two (2) years’ overall working experience.
• • Minimum of one (1) year working experience in an operations division of a life insurance company.

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