Account Assistant - Corporate

KEY DUTIES AND RESPONSIBILITIES:

1.      Follow up with clients on renewal of policies, in order to maintain existing business and generate new business (cross selling). Retrieves files, prepares and dispatches Worksheets. Data Entry on EPIC creating new files and updating existing client records.

2.      Prepare collective policy documentation for signature and dispatch to the relevant party.

o   Verify and dispatch policy documentation from insurers, to clients/ Financial Institutions.

o   Prepare collective policy documents for signature by insurers and dispatch to relevant parties

o   Prepare faxes, e-mails, verifies and/or actions correspondence.

o Prepare broker slips, and assists in analysis of same prior to preparation of Summary of Insurance for dispatch.

o   Assist the Manager/ A/E in preparation of tender documents.

3.      Transact business under assigned Motor / HOC Binders ensuring that all cover is in compliance with agreed terms and conditions

o   Verify, approve and sign Binder documentation.

o   Prepare Bordereaux to insurers

4.      Obtain/Negotiate competitive quotations/terms for new/renewed insurance coverage and assist in completion of proposal / quotation form.

5.      Investigate and monitor queries both internal & external and assist in investigation of claims queries, to ensure speedy resolution.

6.      Assist in the follow up with clients on payment of premiums, in accordance with the company’s credit policy.

7.      Visit clients with Manager/AE to secure new business and obtain renewal of existing policies.

EDUCATION, TRAINING, KNOWLEDGE & EXPERIENCE

4  Five (5) GCE O Levels

4  Two (2) A Levels. 

4  Certificate in Insurance Studies/Business Management Studies.

4  Three (3) to five (5) years working experience in Insurance/Brokerage.