Annuities Representative

Job Summary

Primarily responsible for the effective processing of contractual and non-contractual policy changes, and Client requests in accordance with established policies and procedures

Primary Responsibilities   

Processing of Non-Contractual policy changes and Client requests:

• Checks documents received for completeness and return to source Units, if applicable
•  Processes requests within standards 
• Prepares and dispatches contract endorsements for approval by the Board of Inland Revenue, as applicable
• Dispatches letters and /or contracts for delivery to Clients, as applicable
• Updates Tracking and Productivity Logs on completion of tasks
• Ensures that documents are placed to be scanned and filed

Secondary Responsibilities       

• Provides timely feedback and responds to queries from FA, FASST and Clients
• Provides timely feedback to Coordinator on any discrepancies in procedures/services
• Participates in meetings and Team Building exercises
• Completes monthly, quarterly, half-yearly projects and other duties as assigned
• Performs any other functions as required by Team Leader/ Coordinator

Qualifications

Education

Minimum 5 CSEC passes inclusive of Grade 1 or 2  in Mathematics and English A and

5 CAPE passes (full certificate) or an equivalent diploma or professional certificate

Experience

Insurance industry experience would be an asset but not required

Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.

We thank you for your application. However, only if you have been short-listed, you will be contacted.