Account Executive Trainee

Job Summary

To service and market/distribute the company’s products & services to binderholders, and agencies, in order to deliver value to clients; to maintain renewals and pursue lapsed policies, to assist in the growth thereby identifying prospective partners; and to resolve of issues affecting claims, collections and any other matters of the company ensuring procedure and communication are effective.

Primary Responsibilities:

1. Distribute the products and services of the Group to Binderholders, Agencies & Branches.

• Provide service to intermediaries and clients in all aspects of the company’s operations.
• Provide support and input into preparing any insurance presentations.
• Provide training, support and audit the users of the Broker-Online System.
• Market and assist in increasing the portfolio in the various lines of the company’s products to Binderholders and Agencies.
• Ensure the retention of all renewals from Binderholders and Agencies
• Pursue any profitable lapsed policies.

2. Monitor and develop the company’s portfolio

• Sign policy documents and endorsements.
• Audit the Binderholders & Agencies from time to time to ensure motor certificates are processed in Maritime’s system.
• Ensure producers submit bordereaux as per contract
• Ensure all documentation not submitted on bordereaux from Binderholders & Agencies are submit for the processing
• Examine business received from Binderholders and Agencies is of a high quality.
• Assist in monitoring outstanding premium collection from Binderholders & Agencies.
• Resolve any issues between MFG and Binderholders and Agencies.

3. Provide Support to the Team Leader

• Prepare reports on binderholders & agencies or any other report as required.
• Contribute to the maintenance of team work and team spirit within the unit.
• Assist in any project that may be planned from time to time

Secondary Responsibilities:

1. Product Management
2. Client Care
3. Client Benefit
4. Financial Management

QUALIFICATIONS

Education

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

6 CAPE passes (full certificate) or an equivalent diploma or professional certificate with a focus on accounting or business studies.

BSc in Business Studies or Final Year in BSc Insurance Risk Management

Experience

Minimum two (2) years experience in Financial Services Industry/Similar Role.

A valid driver's permit & a vehicle in good working condition.

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.