Policy Operations Assistant

Policy Operations Assistant

We are looking for someone who responsible for maintaining the records in the Insurance Information Platforms, Policy Administration, attending to client and broker relations and other administrative tasks.

Job Description

• Process and capturing of International Programmes premium entries accurately onto the GERAS Insurance System.
• AML/ sanction screening check
• Maintenance of renewal register (manual).
• Issue IP Policies within 30 days after receiving full instructions
• Issuance of International Programmes certificates as required for specific lines of business
• Issue endorsements and process relevant premiums for International Programmes Business.
• Assist Finance department in Credit Control reconciliation and follow up actions.
• Manage the Policy operations Electronic filing systems
• Assist with the creation of applicable codes (partner code) for coda processing

• Process and enter premium entries accurately onto the Insurance System.
• Issue premium certificates as required for specific lines of business.
• Assist Finance department in Credit Control reconciliation and follow up actions.
• Manage the Policy Operations Electronic and Paper filing systems and identify areas for improvement.
• Assist with the lapsed files archive system.
• Ensure all files contain the necessary premium worksheets and all other appropriate documents for accurate data capture.
• Preparation of request form and coordinate with Finance for creation of new client accounts
• Other duties as required from time to time.
• Actively send reminders to brokers/clients on outstanding Premium Closing
• Maintain an updated and complete record on Operations Tracking Report
• Support the finance department on documentation and record requests

• Has excellent communication skills
• Has appropriate formal qualifications
• Prior experience working in policy operations or a policy processing role within the General Insurance Industry
• Has a minimum of 2 years insurance experience
• Highly motivated individual and ability to work in a fast pace working environment

We offer a hybrid work arrangement, birthday leave, flexi benefits, annual bonus, private medical, dental & life insurance, and an inclusive working environment. Interested candidates can either click the "apply" button or email their application along with their most recent CV to [email protected]