Account Assistant- Operations

Location: ,
Job Category:
Job ID: 120494
Employment Type:
Salary:
Posted: 04.08.2025

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Occupations:

Business-Strategic Management : General-Other: Business-Strategic Management
Sales-Retail : Account Management (Commissioned), General-Other: Sales-Business Development

Job Description:

POSITION TITLE: Account Assistant - Operations

REPORTS TO: Team Leads/Commercial Manager

DEPARTMENT: Operations

CONTACTS
Internal

• Team Leads
• Subordinate staff
• Managers
• Account Executives
• Department Heads

External

• Insurers
• Clients
• Financial Institutions
• Overseas Correspondents

POSITION SUMMARY:
To provide support to the Manager, Account Executives, and Supervisor contributing to the effective administration of assigned insurance portfolio; to build the portfolio, renewing existing business to maintain prescribed targets; liaising with Insurers, clients and financial institutions, and providing customer service excellence.

KEY DUTIES AND RESPONSIBILITIES:

1. Follow up with clients on renewal of policies, in order to maintain existing business and generate new business (cross selling). Retrieves files, prepares and dispatches Worksheets. Data Entry on EPIC creating new files and updating existing client records.
2. Prepare collective policy documentation for signature and dispatch to relevant party.
   • Verify and dispatch policy documentation from insurers, to clients/ Financial Institutions.
   • Prepare collective policy documents for signature by insurers and dispatch to relevant parties
   • Prepare faxes, e-mails, verifies and/or actions correspondence.
   • Prepare broker slips, and assists in analysis of same prior to preparation of Summary of Insurance for dispatch.
   • Assist the Manager/ A/E in preparation of tender documents.
3. Transact business under assigned Motor / HOC Binders ensuring that all cover is in compliance with agreed terms and conditions
   • Verify, approve and signs Binder documentation.
   • Prepare Bordereaux to insurers
4. Obtain/Negotiate competitive quotations/terms for new/renewed insurance coverage and assist in completion of proposal / quotation form.
5. Investigate and monitor queries both internal & external and assist in Investigation of claims queries, to ensure speedy resolution.
6. Assist in the follow up with clients on payment of premiums, in accordance with company’s credit policy.
7. Visit clients with Manager/AE to secure new business and obtain renewal of existing policies.
8. Monitor and maintain stationery supplies to ensure adequate levels.
9. Verify and update lapsed policy listing on a monthly basis and notify clients of lapsed status and updating on EPIC system.
10. Create new physical files and ensure they are kept current and returned to filing cabinet promptly, to ensure ready access.
11. Provide administrative support to Manager/Account Executives and service to clients, insurers and Financial Institutions.
12. Perform additional duties of a similar nature from time to time.

EDUCATION, TRAINING, KNOWLEDGE & EXPERIENCE

1. Five (5) GCE O Levels
2. Two (2) A Levels.  
3. Certificate in Insurance Studies/Business Management Studies.
4. Three (3) to five (5) years working experience in Insurance/Brokerage.
5. Advanced proficiency in Microsoft Office Suite

COMPETENCIES REQUIRED

1. Interpersonal Awareness: The ability to notice, interpret, and anticipate others' concerns and feelings, and to communicate this awareness empathetically to others
2. Written and Oral Communication:  ability to communicate technical information to non-technical persons on paper and verbally
3. Thoroughness:  Ensuring that one's own and others' work and information are complete and accurate; carefully preparing for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled
4. Customer Service Orientation:  Demonstrating concern for the satisfaction of the needs of both internal and external customers.
5. Initiative: Identifying what needs to be done and doing it before being asked or before the situation requires it.
6. Sales and Marketing: Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
7. Organizing, Planning, and Prioritizing Work: Developing specific goals and plans to prioritize, organize, and accomplish your work.
8. Time Management: Manage one's own time and the time of others to complete all tasks up to performance standards and within the required time frame.
9. Team Orientation: Able to work along with others to provide high quality service; willing to provide support to other team members who for whatever reason may be unable to fulfil their duties.

Job Requirements:

EDUCATION, TRAINING, KNOWLEDGE & EXPERIENCE

1. Five (5) GCE O Levels
2. Two (2) A Levels.  
3. Certificate in Insurance Studies/Business Management Studies.
4. Three (3) to five (5) years working experience in Insurance/Brokerage.
5. Advanced proficiency in Microsoft Office Suite