Branch Administration Clerk

Summary

Provide administrative support to the branch, particularly the processing of applications, dispatching of policy contracts and the scanning of new business and client service documents to the platform, P360.

Responsibilities

• Ensure that all coupon/ ordinary applications received are logged, checked and keyed into the computer.:

  • • Examine applications for completeness and ensure that entries are made on the electronic system.
  • • Submit completed applications to the Branch Administrator for approval and dispatch to the scanner.
  • • Return incomplete applications to the respective financial advisors and maintain a record of the returns.
  • • Maintain a record of all applications received.
• • Dispatch policy contracts to Financial Advisors.
• • Scan and index applications/ documents accurately and within the stipulated time frame.
• • Check applications/ documents for completeness including all relevant signatures.
• • Scan and index all application and customer service documents on the platform, P360.
• • Scan all requirements received to the relevant policies.
• • Forward applications from the branch work list.
• • Prepare weekly and monthly reports.
• • Perform other related duties assigned from time to time.

Required Skills

• • Sound knowledge of computer software packages, including word processing and spreadsheet applications.
• • Basic knowledge of life insurance principles.
• • Sound human relations and time management skills.
• • Ability to communicate effectively.

Qualifications

• • Six (6) CSEC or GCE ‘O’ Level subjects including English Language and a numeric subject.
• • Successful completion of LOMA 1 & 2 designations.
• • At least three years’ working experience in a life insurance company.

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