Branch Administration Assistant (Contract)

Summary

Provide speedy and efficient administrative related functions to support the Branch Manager and financial advisors in achieving the objectives of the Branch.

Responsibilities

• • Assist with preparing status letters and client spreadsheet/ECRIS reports.
• • Assist the Branch Manager, clients and financial advisors in processing queries, documents, and forms relating to client service, claims, premium accounting, agency accounts, New Business and Underwriting Departments and the Paramedic Unit.
• • Screen applications for scanning.
• • Settle coupon applications.
• • Return incomplete applications to the financial advisors and alert them and the Branch Manager via email when applications are returned.
• • Sort files for scanning, confirming completeness and accuracy.
• • Date, stamp and update the REQT screen as well as other relevant systems based on documents received.
• • Scan all documents ensuring accuracy, legibility and separation of documents scanned.
• • Index scanned images in chronological order while validating and verifying information.
• • Dispatch policy contracts to financial advisors.
• • Prepare and submit reports to the Branch Manager and branch coordinator.
• • Perform any other duties assigned from time to time.

Required Skills

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

Qualifications

• • Minimum of six (6) CSEC or GCE “O” level subjects including English Language and a numeric subject.
• • Successful completion of LOMA 1 and 2 designations would be an asset.
• • Minimum of two (2) years’ working experience in a life insurance company.

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