INSURANCE ASSOCIATE - INSULAR LIFE (GREAT HEIGHTS-DSO)
- Prepare, organize, and maintain insurance, client, and agent records.
- Process insurance applications, renewals, endorsements, and cancellations.
- Encode, update, and verify client and policy information in company systems.
- Assist clients with inquiries regarding policies, benefits, and requirements.
- Coordinate with clients and prospects regarding insurance product offerings.
- Conduct or assist in product presentations to clients and prospects.
- Support recruitment efforts by assisting in sourcing, onboarding, and documentation of new agents.
- Provide administrative and logistical assistance in training sessions for agents.
- Monitor policy renewals and payments, and help send reminders to clients.
- Prepare reports on daily transactions, commissions, recruitment, and training.
- Perform other related administrative and support tasks as assigned.
Qualifications
- At least college-level or graduate preferred.
- Experience in administrative, clerical, or insurance-related work is an advantage.
- Knowledge of insurance products and processes is an asset.
- Proficient in MS Office (Word, Excel) and basic computer applications.
- Strong organizational skills with attention to detail.
- Excellent communication, presentation, and interpersonal skills.
- Ability to handle confidential information with integrity.