Job Summary
To service and market/distribute the company’s products & services to binderholders, and agencies, in order to deliver value to clients; to maintain renewals and pursue lapsed policies, to assist in the growth thereby identifying prospective partners; and to resolve of issues affecting claims, collections and any other matters of the company ensuring procedure and communication are effective.
Primary Responsibilities:
1. Distribute the products and services of the Group to Binderholders, Agencies & Branches.
- Provide service to intermediaries and clients in all aspects of the company’s operations.
- Provide support and input into preparing any insurance presentations.
- Provide training, support and audit the users of the Broker-Online System.
- Market and assist in increasing the portfolio in the various lines of the company’s products to Binderholders and Agencies.
- Ensure the retention of all renewals from Binderholders and Agencies
- Pursue any profitable lapsed policies.
2. Monitor and develop the company’s portfolio
- Sign policy documents and endorsements.
- Audit the Binderholders & Agencies from time to time to ensure motor certificates are processed in Maritime’s system.
- Ensure producers submit bordereaux as per contract
- Ensure all documentation not submitted on bordereaux from Binderholders & Agencies are submit for the processing
- Examine business received from Binderholders and Agencies is of a high quality.
- Assist in monitoring outstanding premium collection from Binderholders & Agencies.
- Resolve any issues between MFG and Binderholders and Agencies.
3. Provide Support to the Team Leader
- Prepare reports on binderholders & agencies or any other report as required.
- Contribute to the maintenance of team work and team spirit within the unit.
- Assist in any project that may be planned from time to time
Secondary Responsibilities:
- Product Management
- Client Care
- Client Benefit
- Financial Management
QUALIFICATIONS
Education
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes (full certificate) or an equivalent diploma or professional certificate with a focus on accounting or business studies.
BSc in Business Studies or Final Year in BSc Insurance Risk Management
Experience
Minimum two (2) years experience in Financial Services Industry/Similar Role.
A valid driver's permit & a vehicle in good working condition.
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted.
Skills Required
- Minimum 5 CSEC passes including Grade 1 or 2 in Mathematics and English A
- 6 CAPE passes (full certificate) or an equivalent diploma or professional certificate focused on accounting or business studies
- BSc in Business Studies or Final Year in BSc Insurance Risk Management
- Minimum two (2) years experience in Financial Services Industry or similar role
- Valid driver's permit and a vehicle in good working condition
- Police certificate of character no older than 6 months from date of stamp (required for recruitment)
What We Do
We are a leading financial institution in Trinidad and Tobago, providing an umbrella of specialised financial services that satisfy the diverse financial needs of existing and prospective Clients. Our highly trained team of Financial Advisors and Team Members ensures that our Clients are guided to select the best solution for life’s circumstances, including individual and group life insurance, pensions, commercial and personal lines of general insurance, finance, trust and leasing services and retail services.
