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Insurance & Financial Services Ltd - Lenox Barrow Branch Trinidad and Tobago

Manager's Assistant

Insurance & Financial Services Ltd - Lenox Barrow Branch Trinidad and Tobago

  • San Fernando
  • Not disclosed
  • Permanent full-time
  • Updated 30/09/2023
  • Human Resource
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Manager's Assistant

Job Overview:

The Insurance Manager's Assistant provides administrative and operational support to the Insurance Manager in a dynamic insurance environment. This role assists in coordinating and overseeing various insurance-related activities, ensuring the smooth functioning of the department and excellent customer service.

 

Duties and Responsibilities:

 

1. Administrative Support:

   - Assist in maintaining organized records of policies, claims, and client information.

   - Prepare and process insurance policy documents and endorsements.

   - Schedule appointments, meetings, and manage the manager's calendar.

   - Handle incoming calls and correspondence, directing inquiries as needed.

   - Prepare and distribute internal and external communications as required.

 

2. Data Management:

   - Maintain and update databases, spreadsheets, and client files.

   - Assist in generating reports and summaries for the Insurance Manager.

   - Ensure data accuracy and compliance with regulatory requirements.

 

3. Client Services:

   - Assist clients with policy inquiries, changes, and claims submissions.

   - Provide exceptional customer service by addressing client concerns and resolving issues promptly.

   - Maintain a professional and courteous demeanor when dealing with clients.

 

4. Policy Renewals and Underwriting:

   - Collaborate with the Insurance Manager to coordinate policy renewals and reminders.

   - Assist with underwriting activities, including gathering and analyzing client information.

 

5. Claims Processing:

   - Support the Insurance Manager in processing insurance claims.

   - Communicate with clients, insurance adjusters, and other relevant parties regarding claims status.

 

6. Compliance and Documentation:

   - Ensure all insurance policies and procedures comply with industry regulations.

   - Assist in preparing compliance reports and documentation for audits.

 

7. Research and Analysis:

   - Conduct research on insurance trends, market conditions, and competitors.

   - Compile data and present findings to the Insurance Manager for decision-making.

 

8. Team Collaboration:

   - Collaborate with colleagues within the department and other teams to streamline processes and improve efficiency.

   - Provide support to team members as needed.

 

Qualifications:

- High school diploma or equivalent; Bachelor's degree in a related field is a plus.

- Proficiency in MS Office Suite (Word, Excel, Outlook).

- Strong organizational skills and attention to detail.

- Excellent communication and interpersonal abilities.

- Basic knowledge of insurance policies and procedures is preferred.

- Ability to work independently and as part of a team.

- Adherence to confidentiality and ethical standards.

Ref: Manager's Assistant
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Insurance & Financial Services Ltd - Lenox Barrow Branch Trinidad and Tobago

Insurance & Financial Services Ltd - Lenox Barrow Branch Trinidad and Tobago

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