Administrative Assistant - Premier Life

The Admin. Assistant is responsible for providing excellent customer service to all clients ensuring that all service standards are met, is expected to provide superior administrative support to the Premier Life and is responsible for preparing of relevant reports and other management reports.

Principal Duties and Responsibilities:

Customer Service/Administration:

• Acknowledge and respond to all customers within the established service standards ensuring that the highest standards of service are maintained.
• Maintenance of client data within the Operating System (SOLIS) and back-up system
• Liaise with clients to ensure the accuracy of data on our databases
• Collection and management of enrolment forms and supporting documents
• Generate and distribute certificates to brokers/clients
• Collect claims documents from insureds/plan administrators/brokers and forward to TRINRE Life Operations for review and approval
• Generate billings for Policyholders, where required
• Review, sort and file application forms for all lines of business within the department
• Forward application forms to TRINRE Life Operations for review and approval
• Collection and dispatch of Explanation of Benefits to insureds/policyholders/brokers
• Collect and file due diligence data for new clients and/or brokers, maintaining client confidentiality
• Assist with marketing and sales activities as needed (i.e.: organization of events, tokens, presentation folders, training requirements, etc.)
• General data entry and word processing

Other Duties :

• Assist with audit requests
• Ensures that all business is in keeping with the approved company standards, policies and practices.
• Supports the development and maintenance of a team environment by performing other related duties;
• Adheres to Anti-Money laundering guidelines.