Job Summary

Our client in the insurance industry is currently looking to hire an Admin Assistant.

  • Minimum Qualification: Certificate
  • Experience Level: Entry level
  • Experience Length: No Experience/Less than 1 year

Job Description

Responsibilities

NEW & RENEWAL BUSINESS

·         Prepare quotations

·         Send proposal forms and requirements

·         Follow ups to close business

·         Schedule meetings for clarification

·         Scan and save renewal notices in the computer.

·         Send renewal notice emails to specific clients

·         Do reminders before due date

·         Issue valuation letters early in advance

·         Upon receipt of valuation report, do premium revision as per report.

CUSTOMER SERVICE

·         Quotations

·         Prepare stickers and cover notes

·         Request for policy documents/ endorsements  and dispatch

·         Premium follow up

·         Valuation reports follow up

·         Banking and receipting

FILLING AND RECORDING

·         Each business should be recorded on production book accordingly

·         Update receipt numbers after every transaction

·         Scan and save clients documents, receipts e.t.c

·         File documents in respective files

·         Update data base – various companies

RESPONDING TO EMAILS AND CALLS

·         Respond to emails/ calls received

·         Do emails for reminders, follow ups

CLAIM PROCESSING

·         Report a claim to claims department

·         Send the clients claim form and list of required documents

·         Submit relevant documents once received

·         Do follow up on claim status

·         Request for release letter (motor vehicle)

 

Qualifications

  • A minimum of Diploma/Certificate in Secretarial Studies and/or Business Administration
  • At least 6 months to 1 year of experience in the insurance industry
  • Insurance Knowledge
  • Certificate in Office Management– added advantage
  • Proficient in the use of Microsoft Office Suite and packages
  • Telephone efficiency and very well spoken
  • Client Focus

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