The Role
Handles insurance member inquiries, applications, account issues, complaints, correspondence, financial transactions, accounts receivable, reporting, deposits, payments, remittances, and refunds. Maintains accurate records and internal data, enforces financial policies, protects confidential information, and coordinates with insurance companies. The role also identifies member needs and cross-sells insurance products and services.
Summary Generated by Built In
Overview: Our client is a well-
established financial services organization that offers leading insurance
products via a network of brokers in Barbados. Due to growth, they are seeking
a bright, organized individual to join the team.
Duties
and Responsibilities:
- Receive
and answer telephone, face-to-face and electronic queries from members concerning
insurance products and services and charges.
- Receive
applications for insurance and other services and ensure that said applications
are accurately completed.
- Investigate
and solve routine problems of members on matters regarding their insurance
accounts.
- Identify
insurance needs of members and cross sell products and services.
- Maintain
confidentiality of member information.
- Contact
members who have complaints or queries about insurance products/services and
ensure that the matter is resolved or members are contacted within 24 hours.
- Prepare
correspondence about to members concerning their insurance accounts.
- Keep
accurate records for all daily financial transactions.
- Record
accounts receivable.
- Maintain
the accuracy of the data contained within internal systems.
- Prepare
monthly insurance reports and assist with annual report.
- Track
insurance deposits, payments and prepare monthly and /or bi-monthly
remittances.
- Ensure
the effective execution of financial policies.
- Liaise
with relevant insurance companies to ensure the sharing of relevant Information
and correspondence as well as the remitting of payments and refunds.
Requirements
- Qualified
to BSc. Level in Accounting/Finance/Business related discipline.
- Good
verbal/written communication skills.
- Competency
with Insurance broker software (EPICAssure) a distinct advantage.
- Proven
data-entry skills.
- Previous
experience working in the insurance industry preferred.
Skills Required
- Bachelor of Science degree in Accounting, Finance, Business, or a related discipline
- Good verbal and written communication skills
- Proven data-entry skills
- Competency with EPICAssure insurance broker software
- Previous experience working in the insurance industry
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The Company
What We Do
Favio Group is a Barbados-based recruitment agency serving employers and job seekers across the Caribbean. It provides temporary and contract staffing, permanent employee recruitment, high-volume applicant screening, interview-panel support, and executive search and selection. Founded to bring a fresh approach to Caribbean recruitment, Favio has expanded beyond Barbados and recruits across sectors including finance, information technology, manufacturing, retail, logistics, construction, distribution, and hospitality.
