Insurance Officer

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Our client, a well-known insurance agent, is looking for an Insurance Officer.

Main duties

• Assist in the monitoring of Individual and Corporate General Insurance business.
• Maintain the individual and general control lists up to date at all times.
• Send Instruction forms to Head Office for all classes of business and follow up until transactions are completed.
• Assist in the preparation of quotations and help Insurance Officers in the negotiation of deals with the Head Office.
• Attend to and follow up of internal and external queries.
• Updating clients’ data and all day-to-day records as required.
• Client’s file to be updated with all KYC documents and be filed on Eazzy as well.
• Active participation in plans to expand activities of the company.
• Assist the Salesperson and Insurance Officers in the administrative tasks & follow up.
• Ensure smooth communication with the insurer.
• Act as a strong back up to the Insurance Officers.
• Provide assistance in Life Assurance & other long-term Insurance products to Insurance Officers. Such as: Follow up of quotes, prepare files and follow up between the insurer and clients.
• Any other cognate duties

Qualifications

• HSC level
• At least 2 years of experience in a similar position
• Proficiency in English and French (both verbal and written)
• Proficient with MS Office
• Any qualifications in insurance would be an advantage

Profile

Communication Skills

• Ability to clearly explain complex insurance policies and terms to clients.
• Strong written and verbal communication for interacting with clients and colleagues.
• Empathy and understanding to address customer concerns effectively.
• Patience and active listening to provide tailored solutions.

Customer Service

• Empathy and understanding to address customer concerns effectively.
• Patience and active listening to provide tailored solutions.

Attention to Detail

• Accuracy in processing insurance claims and documentation.
• Keen observation to detect discrepancies or potential fraud.

Teamwork

• Collaboration with team members.
• Supportive attitude in contributing to team goals.

 Proactive reserves the right:

• To call only the shortlisted candidates for interview.
• Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.