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Job Ref.:

Job Title: Account Executive

Sector: BUSINESS DEVELOPMENT,SALES,RETAILING, DISTRIBUTION

Location: NORTH -PORT OF SPAIN,WOODBROOK,ST. JAMES, MORVANT

Town / City:

Job Type: Permanent full-time

Job description:

Account Executive

JOB OBJECTIVE:

  • To coordinate and manage all health & life insurance and investment aspects of the individual client portfolio;

JOB FUNCTION:

  • Tracking premium payments and updating the client database;
  • Ensuring client premiums notices are thoroughly reviewed and forwarded within the scheduled time;
  • Providing quotations for new policies;
  • Tracking new applications and ensuring completion of policy;
  • Database maintenance;
  • Answering all client queries via telephone and email;
  • Relief Account Executive for Health & Life Administration:
  • Visiting clients
  • Delivery and collection of all documents for clients
  • Ensuring all documents collected are ‘clean’

 

QUALIFICATIONS & EXPERIENCE:

  • Minimum of 5 years senior administration experience;
  • Excellent written and verbal skills;
  • Experience within the life insurance industry;
  • Valid driver’s licence;

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