Refund and Transfer Assistant

"Looking for a diverse and rewarding career? If you're looking to grow your career within a stable and growing financial services company, then Sagicor may be right for you!"

Sagicor Life Jamaica Limited is seeking a suitable candidate to join our Insurance Operation Services- Revenue Operations and Payment team in the capacity of:

Refund and Transfer Assistant
(Grade 2)

Provide effective and efficient service to our clients through processing transfers and refunds of payment from the Life Admin Systems suspense accounts.

Recommend/take corrective action when anomalies are identified to ensure client satisfaction.

Location: Kingston

As a Refund and Transfer Assistant, you will:

• Process refund requests from CAPSIL suspense accounts within a maximum of six (6) working days.
• Review and verify financial transactions on computer system.
• Prepare cheque requisition for approval by team leader.
• Input information to generate cheque from suspense account.
• Prepare journal voucher for approval by supervisor.
• Input information to transfer money to transfer money to other policies.
• Reject requests or seek clarification from Branch/Head Office personnel on matters relating to refund of payments or transfers.
• Perform other job-related duties assigned from time to time.

What do you need?

• Six (6) CXC/GCE subjects at general proficiency including Mathematics and English Language, Accounts or Principles of Business.
• Relevant Life Office Management Association (LOMA) I and II designations are assets.
• Two (2) years working experience in an operations division of a life insurance company.
• Sound knowledge of computer software packages including spreadsheet and word processing applications.
• Proficient in business software and tools; CAPSIL & GIAS.
• Strong analytical/problem-solving and decision-making skills.
• High level of integrity.
• Excellent written and oral communication skills.
• Knowledge of business laws and regulations in the insurance industry.
• Sound knowledge of financial and accounting regulations and standards.
• Ability to handle customer complaints resolve issues effectively.
• Excellent interpersonal/human relations skills.
• Good time management skills.
• Ability to conduct research, analyse data and make recommendation.
• Ability to work on own initiative.
• Working knowledge of local Data Privacy Acts.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than October 17, 2025.

While we appreciate all applications, only shortlisted candidates will be contacted.