INSURANCE ASSOCIATE - INSULAR LIFE (GREAT HEIGHTS-DSO)

Job Description

Prepare, organize, and maintain insurance, client, and agent records.
Process insurance applications, renewals, endorsements, and cancellations.
Encode, update, and verify client and policy information in company systems.
Assist clients with inquiries regarding policies, benefits, and requirements.
Coordinate with clients and prospects regarding insurance product offerings.
Conduct or assist in product presentations to clients and prospects.
Support recruitment efforts by assisting in sourcing, onboarding, and documentation of new agents.
Provide administrative and logistical assistance in training sessions for agents.
Monitor policy renewals and payments, and help send reminders to clients.
Prepare reports on daily transactions, commissions, recruitment, and training.
Perform other related administrative and support tasks as assigned.

At least college-level or graduate preferred.
Experience in administrative, clerical, or insurance-related work is an advantage.
Knowledge of insurance products and processes is an asset.
Proficient in MS Office (Word, Excel) and basic computer applications.
Strong organizational skills with attention to detail.
Excellent communication, presentation, and interpersonal skills.
Ability to handle confidential information with integrity.