Research Assistant

Summary

Provide effective and efficient service to our clients through researching and responding to enquiries/ for transfers received from internal and external clients.

Responsibilities

• • Provide timely and accurate responses to enquiries received via letters and the query management system, from internal and external clients.
• • Retrieve source documents from the platform; PC Docs, P360, and relevant departments.
• • Interpret policy history (POLH screen) to verify payments applied, ensuring that these are in congruence with source documents, and if not, taking necessary corrective actions.
• • Conduct research, identify and document policy errors.
• • Browse system records and action updates based on policy status changes, written requests and obvious discrepancies in allocations.
• • Compose and prepare letters of response to clients and advisors.
• • Process transfer requests from CAPSIL suspense accounts.
• • Review and verify financial transactions on computer system.
• • Prepare journal vouchers for approval by Supervisor.
• • Input information to transfer money to other policies.
• • Perform other related duties assigned from time to time.

Qualifications

• • Minimum of six (6) CSEC subjects including English Language and Mathematics.
• • Successful completion of the FLMI and ACS or other industry-related designation.
• • At least three (3) years working experience in the operations division of a life insurance company.
• • Excellent human relations, time management and analytical skills.
• • Excellent oral and written communication skills.
• • Expert knowledge of insurance policies and processes.
• • Working knowledge of basic accounting principles.
• • Working knowledge of computer software packages including word processing and spreadsheet applications.

Additional Information and Instructions

While we appreciate all applications, only shortlisted candidates will be contacted.

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