Admin Assistant

Job Summary:

The Administrative Assistant-Life is responsible for providing excellent customer service to all clients, ensuring that all service standards are met. The post holder is also expected to provide superior administrative support to the Life Insurance team. The incumbent is responsible for preparing relevant reports and other management documents as required. All activities must conform to organizational guidelines and standards as well as all legal, statutory, regulatory, and treaty requirements.

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Principal Duties and Responsibilities:

Customer Service/Administration:

• Acknowledge and respond to all clients within the established service standards, ensuring that the highest standards of service are maintained.

• Maintain client data within the Operating System (SOLIS) and back-up systems.

• Liaise with clients to ensure the accuracy of data in our databases.

• Collect and manage enrolment forms and supporting documents.

• Generate and distribute certificates to brokers and clients.

• Collect claims documents from insureds, plan administrators, and brokers, and forward them to TRINRE Life Operations for review and approval.

• Generate billings for policyholders, where required.

• Review, sort, and file application forms for all lines of business within the department.

• Forward application forms to TRINRE Life Operations for review and approval.

• Collect and dispatch Explanation of Benefits (EOBs) to insureds, policyholders, and brokers.

• Collect and file due diligence data for new clients and/or brokers, maintaining client confidentiality.

• Assist with marketing and sales activities as needed (e.g., organizing events, preparing tokens, presentation folders, training logistics, etc.).

• General data entry and word processing.

Other Duties:

• Assist with audit requests.

• Ensure that all business activities align with approved company standards, policies, and practices.

• Support the development and maintenance of a team environment by performing other related duties.

• Adhere to Anti-Money Laundering (AML) guidelines.

Qualifications and Experience:

• Minimum of five (5) CXC passes including English and Mathematics.

• Three (3) to five (5) years’ experience in a role with a strong focus on reporting, Excel use, or within an accounting environment.

• Proficient in Microsoft Office Suite and other IT applications/systems.

• Intermediate to advanced proficiency in Microsoft Excel.

• Any combination of qualifications and experience deemed suitable.

Skills and Attributes:

Communication
Effectively conveys ideas and information orally or in writing in both individual and group settings.

Attitude, Commitment & Dependability
Demonstrates persistence, reliability, and a positive attitude toward work responsibilities.

Quality Customer Service (Internal & External)
Provides service in a helpful, courteous, and professional manner.

Attendance & Punctuality
Meets attendance requirements in accordance with company policy and responsibly manages leave entitlements.

Quality of Work
Exhibits strong attention to detail, accuracy, and thoroughness in task completion.

Teamwork
Collaborates effectively, shares information and support, and contributes positively to team goals.

Continuous Learning & Self-Development
Actively seeks learning opportunities and applies new knowledge to improve performance.

Health, Safety, and Environment/Housekeeping
Follows safety protocols and maintains a clean and organized work area with minimal incidents.

Planning & Organizing
Manages time and resources effectively to meet deadlines and achieve objectives.

Integrity
Demonstrates honesty, fairness, and accountability in all professional activities.