Job Summary
To support the Unit by performing clerical functions, to include filing correspondence and processing New Claims.
To assist in the delivery of exceptional service to all internal and external clients which result in client satisfaction.
Primary Responsibilities
1. New Claims
- Open new claim files
- Requesting policy files
- Complete information on motor claims jacket
- Pass files to be reserved by the coordinator
- Data entry of new claims in the system
- Record new claims in the claims register
- Filing of correspondence for claim files
- Collection / sending out of mail
- Printing motor checklist and status sheets for auditing purposes
2. Claim Payments
- Data Entry of motor claim payments
Secondary Responsibilities
Providing basic client services to clients:
- Assist clients/brokers/team members with inquiries where possible/requested
- Preparation of letters for clients/brokers/team members
- Assisting recoveries unit- re: reimbursements, first letters and documentation
- Cheque payments and batching
- Month end close off and housekeeping
- Any other function that may be required
Qualifications
Education
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
5 CAPE passes (full certificate) or an equivalent diploma or professional certificate
Degree in Management or related field of study
Industry Qualifications would be an asset
Experience
Minimum one (1) year experience in data entry and customer service
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.
Top Skills
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.
