Branch Administrative Assistant - Corporate Circle (Contract)

Summary

Provide timely and efficient administrative support to the Branch Manager and Financial Advisors in achieving the objectives of the Branch.

Responsibilities

• Provide administrative support in the day-to-day activities of the Branch:

  • • Assist the Branch Manager, Clients/ Financial Advisors in processing queries, documents, and forms relating to Client Service, Claims, Premium Accounts, Sales and Marketing, Agency Accounts, New Business/ Underwriting Departments and the Paramedic Unit.
  • • Assist with the preparation of information kit/ folders for Branch retreats/ meetings.
  • • Audit stationery level and submit requisitions.
• • Prepare minutes of branch meetings.

• Record and check applications and submit to the Scanning Centre for processing:

  • • Screen applications for completeness and submit to the Scanning Centre on Transmittal Form.
  • • Alert the Financial Advisors of incomplete applications which have been returned.
• • Dispatch policy contracts to Financial Advisors.
• • Prepare and submit reports to the Branch Manager and Branch Administration Associate.
• • Perform any other job-related duties assigned from time to time.

Required Skills

• • Working 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 both orally and in writing.

Qualifications

• • Minimum of six (6) CSEC or GCE “O” level subjects including English Language and a numeric subject.
• • At least one (1) year’s working experience in a life insurance company.

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