JOB OVERVIEW:
The Client Acquisition Assistant is responsible for establishing and building a collaborative relationship with the Branch Administrative staff and the Sales Force to ensure the timely processing of New Business transactions.

JOB RESPONSIBILITIES: 
1.    Case Management
•    Manage pending requirements and ensure the timely receipt / update of requirements on pending     applications.
•    Process complete applications / increments within service timelines including submission to     underwriters where applicable.
•    Process and settle underwritten applications within service timelines and ensure correct status is     reflected.
•    Process “down date” transactions e.g. changes in date of risk, sum assured etc. within service     timelines.                                  
•    Dispatch of endorsements to branches for Unregistered cases.
•    Process requests for conversions within the stipulated timelines. 
•    Correct all errors identified within specified timelines.
•    Process requests for re-dates / reinstatements ensuring that complete applications are sent into     Underwriting for review and cases are settled within stipulated timelines.
•    Establish and maintain a collaborative relationship with Branch Administrative staff and Sales force     to ensure the timely processing of New Business transactions that are assigned.

2.    Reporting

•    To efficiently and effectively monitor and action reports for assigned portfolio within turnaround     timeframe.
•    Submit statistical information for use to Branches/Agents, Leader/Management, as required.
•    Prepare a daily report and breakdown of tasks completed and outstanding work to be sent to the     respective Team Leader at the end of each work day.

3.    Query Management
•    Respond to both internal and external queries for department within the customer service standards timelines and ensure all relevant correspondence is uploaded into EDM.

4.    Other Policy Activities
•    Process requests for cancellation of policies and dispatch of cheques for both company (File Close) and agent requests (incl. NPWs).

5.    Dispatch Team only
•    Generate, upload and print policies within 4 business days of settlement.
•    Check/ verify accuracy of policies and/ or errors, highlighting all errors found in the process.
•    Log all errors in a report format and submit to the Team Leader daily. 
•    Prepare and Dispatch checked policies to Branches.
•    Update Dispatch dates on Ingenium within one (1) business day of dispatch.
•    Upload emails to EDM accordingly.
•    Complete and submit Daily Reports within one (1) business day.
•    Prepare Overpayment Notices and Acknowledgement Listings for overpayment checks.
•    Package and dispatch overpayment checks with accompanying documents. 
•    Ensure that all Approved/Unapproved letters are correctly scanned, tagged and filed to the respective case folder in a timely manner.
•    Update Internal Logs and AS400 for Top Hat and Annuity policies received from BIR.
•    Update Dispatch Logs and AS400 for Top Hats and Annuity policies dispatched to Branches and IO Departments.
•    Log and Distribute unapproved contracts to BIR Unit within one (1) day of receipt.
•    Scan and upload all documents and emails as required.
•    Communicate issues/challenges encountered during the verification/dispatch process to the Team Leader.

6.    Mail Team only
•    Clear the mailbox of all medicals- 9am and 1:30pm daily
•    Dispatch all outgoing mail for BIR and the respective Branches/ Units according to daily timeframes.
•    Process medicals within the assigned timelines. This includes Stamping, Scanning, Updating Doctors’ log, updating Ingenium and meticulous filing of documents within turnaround timeframe.
•    Manage and update medicals received via Elabs.
•    Process non-medicals. This includes stamping, logging on spreadsheet, updating Ingenium and distribution to Case Officers in accordance with turnaround timeframes. 
•    Process and update NIL file daily.
•    Generate report and update all OFTs received.
•    Generate report and update all Signed Scripts.
•    Submit policies to Underwriting where last requirements have been received. 
•    Investigate and respond to all queries pertaining to any function of the team within the stipulated timeframe.
•    Submit clawback listing to Sales Admin department within turnaround time.
•    Record all daily batches of medicals on the required transmittals and submit to the vault on a monthly basis in keeping with the set procedural guidelines.
•    Communicate issues/challenges encountered during the verification/dispatch process to the Team Leader.

7.    BIR Unit only
•    Check all policies listed below which require BIR approval from all Insurance Operations departments to ensure the policies meet BIR guidelines                     
•    Unapproved Corporate Policies 
•    Transfers, Early Vesting’s Name/Beneficiary Changes
•    Surrenders/ Decrements / Lost Policies
•    Duplicates / Increases and Re-dates
•    Recall Letters 
•    Process all unapproved contracts from BIR daily and return for approval.
•    Meet weekly with BIR to resolve all relevant queries.
•    Respond to all BIR related queries from our agents, sales supports and internal staff.

8.    To perform any other job-related duties as assigned by the Team Leader/ Manager.

EDUCATION & EXPERIENCE: 
•    5 CXC/ CSEC passes Including Mathematics and English Language
•    2 A’ Level/ CAPE passes
•    LOMA 280, 290, ACS 100 and all related parts
•    Certificate in Customer Service
•    At least 2 years insurance experience in the Insurance Industry.
•    Knowledge of all company products.

ADDITIONAL REQUIREMENT:
As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.

Applications will be treated with the utmost confidentiality.