Research / Suspense Clerk

Our client in the Insurance Sector is seeking to onboard a Research / Suspense Clerk for a six months period for their Port of Spain office. Salary: $6,000.00

Our client in the Insurance Sector is seeking to onboard a Research / Suspense Clerk for a six months period for their Port of Spain office.

Salary: $6,000.00

Job Summary

Must be able to work in a fast paced environment and perform queries with speed and accuracy when investigating and retrieving data. To ensure that all research requests are responded to in a timely and efficient manner. Excellent customer service and Interpersonal skills are necessary when dealing with internal and external customers.

Job Responsibilities

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. Effectively serves both internal and external customers
3. Minimizes the amount of monies applied to the Miscellaneous /Premium Suspense Account
4. Verifies the accuracy of monies held in the relevant policy's suspense account and prepares refunds as requested daily
5. Researches monies credited to suspense daily on recently lapsed policies to determine any misapplication or late application of funds received with a view to have policy immediately reinstated and paid up
6. Handles all Refund/Transfer requests from the Miscellaneous /Premium Suspense Account
7. Ensures proper record keeping and provide accurate and timely responses to queries on payment applications
8. Provides timely weekly and monthly activity reports on suspense accounts deadlines and supporting assignments
9. Provides comprehensive monthly report of all queries received and processed within the department
10. Performs other related duties as required

Behavioral Competencies

• CRITICAL THINKING: The ability to break a situation down into smaller pieces to identify its key or underlying issues.
• ATTENTION TO DETAIL: Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.
• COLLABORATION/TEAMWORK: Develops cooperation and teamwork while participating in a group, working toward solutions which generally benefit all involved parties.
• COMMUNICATION:ORAL and WRITTEN - Effectively transfers thoughts and expresses ideas orally or in written form to individuals or groups
• ADAPTABILITY/FLEXIBILITY: Changes behavioral style or method of approach when necessary to achieve a goal; adjusts style as appropriate to the needs of the situation.
• CUSTOMER FOCUS: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships.
• ACCURACY: Ensures that data presented is free from error.

Job Requirements

• Minimum of 1 year experience in an Insurance processing background
• 5 CXC/GCE O'levels; A' levels will be an asset .
• Basic accounting experience.
• Experience in Data Entry

Knowledge, Skills and Abilities

• Working knowledge of Microsoft Office Suite
• Effective communication
• Ability to prepare routine administrative paperwork .
• Ability to perform simple accounting procedures .
• Knowledge of insurance accounting processes