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GUARDIAN LIFE SALES SUPPORT ASSISTANT

Guardian Group

BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN LIMITED
LOCATION: CHAGUANAS- RICKY RAMPERSAD’S BRANCH
JOB TITLE: SALES SUPPORT ASSISTANT
REPORTS TO: BRANCH MANAGER ASSISTANT
INSURANCE OPERATIONS

GUARDIAN LIFE SALES SUPPORT ASSISTANT JOB OBJECTIVE:

The Sales Support Assistant provides administrative support to the Sales Force, Unit Managers and the Branch Manager. All tasks are performed in an effective, efficient, accurate and timely manner towards the delivery of excellent customer service.

MAJOR RESPONSIBILITIES:

New Application Process, check all applications for completeness by ensuring that the applications are completed fully, all supporting documents submitted, the copy of the ID is visible and writing legible Return all incomplete applications for required data and update Ingenium with all corrections Pending, Lapse & Follow-ups Manage pending New Business cases by checking the system for relevant information and following up with Case Officer if it is not available. Document Management Process and accurately verify all documents and submit to Scanning Team all related to: New applications, increments (update Ingenium with all corrections) Reporting Update Agents Weekly production on spreadsheet. Administrative Support Receive all mail and distributes immediately upon receipt, advise agents of policy contracts for collection.

 

QUALIFICATIONS:

5 CXC,CSEC (At least Grade II) passes including Mathematics and English Language 3 A Level/ CAPE (At least Grade B) subjects LOMA 280, 290, ACS 100 and all related parts

EXPERIENCE:

At least 2 years of experience in a Life Insurance Agency environment or similar working environment. Knowledge of the company’s products. Knowledge of Insurance Operations Processes and procedures

KEY COMPETENCIES:

Work Ethic, Growth, Quality, Serving People, Planning/Organizing/Flexibility, Interpersonal Communication Skills, Job Knowledge Skills, Continuous Improvement, Initiative, Team Orientation

PERSONALITY:

The Sales Support Assistant must be organized and methodical. He/She should possess a high level of self-confidence and be very be articulate. A high degree of work management skills is essential to perform duties effectively and efficiently. The Sales Support Assistant must be able to be entrusted with confidential information and should be able to demonstrate the ability to use his/her initiative

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