New Business Clerk

ANSA McAL LimitedTrinidad and TobagoOn-siteFull-timeJunior, 1–2 yearsListed 19 hours ago

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About this role

Position Summary: Responsible for the preparation of files for Underwriting and supports the process for the issuance of a policy.

Key Accountabilities

1. Provides prompt and quality Customer Service by projecting and demonstrating a high level of professionalism, courtesy and initiative in accordance with established guidelines and policies.
2. Screens and Maintains New Applications
3. Identifies and Record Applications / Policies for Reinsurance 4. Accurately records and prepares Attending Physician Reports (PMAs), letters and other correspondence.5. Communicates with Agents for all outstanding requirements and queries within 24 hours of receipt.
6. Updates System with all outstanding requirements and case status
7. Re-maintenance of all applications or policies for substandard cases and changes at pending status

Education & Qualifications

- 5 CXC O level passes inclusive of Mathematics and English.

- Associate degree in Business Management.

Experience

- At least one year experience within the Insurance/Financial
industry.

- Experience in data entry will be an asset