Refund & Transfer Assistant

Summary

Process Transfer and Refund of payment from CAPSIL suspense accounts. Recommend/take corrective action when anomalies are identified to ensure client satisfaction.

Responsibilities

• • Process refund requests from CAPSIL suspense accounts.
• • Review and verify financial transactions on computer system.
• • Prepare cheque requisition for approval by Team Leader.
• • Submit information to generate cheque from suspense account.
• • Process transfer requests from CAPSIL suspense accounts.
• • Prepare journal voucher for approval by supervisor.
• • Submit information to transfer money to transfer money to other policies.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Excellent human relations and time management skills.
• • Excellent oral and written communication skills.
• • Working knowledge of insurance policies and processes.
• • Working knowledge of basic accounting principles.
• • Working knowledge of computer applications including word processing and spreadsheet applications

Qualifications

• • A minimum of six (6) CSEC or GCE level subjects including English Language and Mathematics.
• • LOMA Parts 1 and 2 or other industry-related designation would be an asset.
• • At least two (2) years’ working experience in the operations division for a life insurance company.

Additional Information and Instructions

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than February 7, 2025.

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