Agency Services Assiatant - CIC Life at CIC Insurance

PURPOSE

The job holder shall act as the link between Back Office and Sales Force to ensure smooth operation of the agency force in the field and efficient communication with the Back Office team.

Primary Responsibilities

• Ensure timely coding of the new Financial Advisors, Unit Managers and Agency Managers whilst maintaining up to date personal files through EDMS;
• Ensure that Financial Advisors, Unit Managers and Agency Managers who are terminated or leave the business are deactivated in the system within stipulated timelines;
• Provide accurate weekly and monthly performance reports;
• Process monthly agency payroll within stipulated timelines;
• Provide accurate competition reports as well as follow up for timely payments of competitions and logistical support in incentives/competitions that reward production and persistency;
• Ensure timely dispatch of proposal forms and marketing collateral to the Agencies;
• Ensure 100% agents compliance with CIC Life, IRA, AKI guidelines and other industry bodies;
• Prepare a listing of compliant and non-compliant Financial Advisors and follow up on AKI provisional license, AKI cards as well as IRA licenses;
• Support the agency force by responding to various agents’ queries and providing day to day agents requirements;
• Provide administrative support and training to Agencies as may be required from time to time; and
• Any other relevant duties as assigned from time to time.

PERSON SPECIFICATION

Academic Qualifications

• Bachelor’s Degree in Business, Insurance, Actuarial or in a related field

Professional Qualifications

• Certificate of Proficiency in Insurance (COP/ECOP) is desirable
• Progress towards an Insurance professional certification (AIIK/FLMI/CII) will be an added advantage

Experience

• Up to one (1) years relevant experience

Skills and Attributes

• Excellent communication and presentation skills
• Technical competence in insurance
• Proficient in MS Excel with excellent analytical skills