SALES SUPPORT ASSISTANT Ricky Rampersad Branch

SALES SUPPORT ASSISTANT

SALES SUPPORT ASSISTANT

RICKY RAMPERSAD'S BRANCH

GUARDIAN LIFE OF THE CARIBBEAN LIMITED, CHAGUANAS

JOB OBJECTIVE:

 The Sales Support Assistant provides administrative support to the Sales Force, Unit Managers and the Branch Manager.  All tasks are performed in an effective, efficient, accurate and timely manner towards the delivery of excellent customer service.

 MAJOR RESPONSIBILITIES: 

 New Application Process

• Check all applications for completeness by ensuring that the applications are completed fully, all supporting documents submitted, the copy of the ID is visible and writing legible.
• Return all incomplete applications for required data and update Ingenium with all corrections.
• Follow up on outstanding requirements with agents.
• Receive, record and secure first premium/receipts from agents and submit same to RSC on a daily basis, ensuring that funds held overnight do not exceed the ceiling limits.
• Receive and key in all applications on OAS and update the necessary spreadsheet.

 Pending, Lapse & Follow-ups

• Manage pending New Business cases by checking the system for relevant information and following-up with Case Officer if it is not available.
• Prepare pending report and distribute to agents.
• Review and monitor Lapse Control Listing on a regular basis and advise agents and the Manager of impending lapses.
• Follow up on outstanding requirements with agents:
• Increments inclusive of BIR requirements
•  File Close
•  Delivery requirements

 Document Management

• Process and accurately verify all documents and submit to Scanning Team all related to:
• New applications / increments (update Ingenium with all corrections)
• Acknowledgements
• Reinstatements / Re-dates / Claims
• Batch and send scanned documents to relevant departments: Records Management, Claims, Customer Service and Client Acquisition

 Reporting

• Update Agents Weekly production on spreadsheet.
• Record individual agent’s weekly operating results and prepare weekly Branch Report for transmitting to Head Office and circulation within the Branch.

 Administrative Support

• Receive all mail and distributes immediately upon receipt, advise agents of policy contracts for collection.
• Type letters and other correspondence.
• Provide Information as required (New Applications / Increments / Redates / Reinstatements.
• Make available Forms as requested (New Applications / Increments / Redates / Reinstatements.
• Batch and send documents to relevant departments: Records Management, Claims, Customer Service and Client Acquisition.
• Receive and distributes policy contracts and all policy related documents to agents immediately upon receipt and follow up to ensure timely delivery to clients and collection of signed Script and any delivery requirements.
• Prepare quotations and proposals for agents as requested inclusive of that based on revised premiums due to ratings / premium adjustments.
• Maintain policy anniversaries and birthday listings and mail cards to the Manager’s and agents’ clients as requested.
• Handle agents queries and where information is not available to you from the Systems, follow up with relevant department to assist in the resolution of the matter (i.e. settlement, redate, reinstatement, other changes) of same.
• Perform any other job-related duties as assigned by the Branch Manager’s Assistant or Branch Manager.

 EDUCATION:

•  5 CXC/ CSEC (At least Grade II) passes including Mathematics and English Language
• A’ Level/ CAPE (At least Grade B) subjects
• LOMA 280, 290, ACS 100 and all related parts

 KNOWLEDGE AND EXPERIENCE:

•  At least 2 years’ experience in a Life Insurance Agency environment or similar working environment.
• Knowledge of the company's products.
• Knowledge of Insurance Operations Processes and procedures

 KEY SKILLS / COMPETENCIES:

•  Work Ethic
• Growth
• Quality
• Serving People
• Planning/Organizing/Flexibility
• Interpersonal/Communication Skills
• Job Knowledge/Skills
• Continuous Improvement
• Initiative
• Team Orientation

PERSONALITY:

 The Sales Support Assistant must be organized and methodical. He/She should possess a high level of self-confidence and be very be articulate. A high degree of work management skills is essential to perform duties effectively and efficiently. The Sales Support Assistant must be able to be entrusted with confidential information and should be able to demonstrate the ability to use his/her initiative.