- Reporting to the Insurance Manager, the Insurance Assistant will be involved in reviewing insurance applications, verifying and updating records, assisting clients with policy inquiries, processing payments, handling claims and providing customer support.
Key Tasks and Responsibilities
- Reviewing applications for new insurance policies to ensure that all required information has been provided.
- Verifying the identity of applicants by checking relevant documentations against existing records.
- Updating customer information in computer databases such as billing information, mailing addresses, and phone numbers.
- Processing new client applications by obtaining information about the applicant’s personal details, auto insurance needs, and other pertinent information.
- Helping customers understand their insurance policies by answering questions about coverage, exclusions, and other details.
- Providing customer service by responding to questions via email or over the phone about policy details or claims processing status.
- Providing customer service for the company by assisting customers with general questions about products and services, processing payments, maintaining customer accounts, and handling claims.
Qualifications
- Bachelor’s degree in insurance or a related Course
- Possess professional qualifications such as COP or Diploma in Insurance
- Three (3) years relevant experience in a comparable role.
- Excellent communication, analytical, planning, and organizational
- Demonstrate good interpersonal skills, impeccable oral and written communication skills.
- Business relationship building skills.
- High integrity and ethical practice.
- Ability to execute work assigned with minimum supervision.
- Deliver targets, and a good planner who pays attention to detail.
- Must have knowledge in use of Microsoft office packages




