Account Assistant- Binding
Full time
Posted On 04.14.2025
Expire On 05.15.2025 Employer
Description
Reporting Relationship: Binding Department
Job Summary :
To provide assistance to the Department Head and Team Lead by contributing to the effective administration of assigned insurance portfolios; aiding the acquisition of new business to build portfolio and maintaining existing business to achieve department and company targets. To maintain customer service excellence.
Main Job Functions:
- Assist the Head of Department and team in the execution of their duties (by liaising with insurers, clients and financial institutions, and providing feedback & follow-up support).
- Visit clients with Manager/AE to secure new business and obtain renewal of existing covers.
- Obtain information for coverage from customers via Telephone/Fax/Email and liaise with Insurers to obtain most competitive rate.
- Prepare cover notes/certificates of insurance for customers for signature by authorized signatory in order to finalize the transaction.
- Input data for invoicing on system in order to provide client with details of coverage and premium.
- Reconcile Bordereaux prior to submission to insurers to avoid errors.
- Negotiate competitive rates and terms for existing and new business.
- Verify and dispatch all client-related documentation to clients, insurers and financial institutions.
- Follow-up and respond to all correspondences in a timely manner.
- Perform related duties from time-to-time
Qualifications & Experience:
- Five (5) GCE O Levels & Two (2) A Levels.
- Certificate in Insurance Studies/Business Management Studies.
- Two (2) to three (3) years working experience in a similar function.
- Advanced proficiency in Microsoft Office Suite and EPIC or equivalent broker / insurer application
Agostini Insurance Brokers Ltd
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Job Requirements
- Five (5) GCE O Levels & Two (2) A Levels.
- Certificate in Insurance Studies/Business Management Studies.
- Two (2) to three (3) years working experience in a similar function.
- Advanced proficiency in Microsoft Office Suite and EPIC or equivalent broker / insurer application
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