Junior Policy Administrator

Job Description

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Accurately book premiums into software systems to ensure proper financial tracking, reporting, and the completion of monthly reconciliations.

Input cover note information into the TIRA system, ensuring data accuracy and compliance with regulatory requirements.

Prepare and issue proforma invoices, providing clients with a detailed breakdown of costs prior to final billing.

Assist in drafting insurance policies, including policy wordings and endorsements, ensuring clarity and compliance with company standards.

Maintain detailed and accurate records of transactions for both direct clients and intermediaries, ensuring that cover notes are issued and recorded in Smart Policy and AIMS systems.

Attend to walk-in clients and assist with their policy-related needs while providing exceptional customer service.

Prepare cover notes for direct clients, ensuring that all necessary information is accurately captured and presented.

Respond promptly to emails related to policy administration and maintain proper filing of underwriting documents to ensure effective communication and organization.

Perform any other related duties assigned by superiors to support branch operations and enhance overall efficiency.

Skills Required

Spreadsheets (e.g. Excel, Google Sheets, etc)
Word Processing and Desktop Publishing Tools (MS Office, Google Docs, etc)