Job Vacancies at Incourage

Key Responsibilities:

• Assist with data entry and maintaining accurate financial records..
• Help with accounts payable and receivable functions.
• Assist in bank reconciliations and other reconciliations as required.
• Support the preparation of tax returns and other regulatory filings.
• Participate in month-end and year-end closing processes.
• Assist in maintaining and organizing financial documents.
• Perform administrative duties as needed within the finance department.
• Assist in internal audits and financial analysis.

Qualifications:

• Recently completed a degree in Accounting, Finance, or a related field.
• Basic understanding of accounting principles and financial reporting.
• Proficiency in Microsoft Office and Google Workspace, especially Excel and Google Sheets.
• Good organizational and time management skills.
• Attention to detail and accuracy in work.
• Strong verbal and written communication skills.
• Ability to work independently and as part of a team.

Preferred Skills:

• Familiarity with accounting software such as QuickBooks.
• Previous internship or work experience in a finance or accounting role.

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Duties and Responsibilities

• Identify and acquire potential Agency Leaders (AL). The AL’s will lead a team of sales  agents, ensuring they meet sales targets, and provide them with training and support.
• Effectively gather information from potential Insurance Agents (IA) and Agency Leaders.
• Facilitate the onboarding process for Insurance agencies and Agency Leaders onto the app.
• Strategically maintain and enhance business relationships with branches.
• Contribute to decision-making processes regarding investment allocation among branches.
• Assist in monitoring and evaluating AL and branch performance and recommend necessary action.
• Undertake administrative tasks of the Business Development (BD) department to ensure smooth operations of the department.

Note: This job description outlines primary responsibilities and reflects the proactive approach expected from team members. Additional duties may be assigned as required to meet organizational needs.

Requirements for the role

• A bachelor's degree in business, finance, insurance, marketing, or a related field is preferred.
• Possess at least 6 months of experience in insurance sales, customer experience or any other related position at an insurance company or Brokerage/agency.
• Demonstrate a strong passion for enhancing customer experience.
• Exhibit enthusiasm for collaborative efforts in improving the application.
• A solid understanding of the insurance industry, including different types of insurance products, coverage options, and basic principles of risk management.
• Previous experience in customer service, account management, or a related field is preferred. Experience in the insurance industry is necessary.
• Strong communication skills, both written and verbal, are crucial. The ability to analyze and solve problems efficiently.
• A customer-centric mindset with a genuine commitment to providing excellent service. 
• Strong organizational skills to manage client portfolios, track communications, and ensure that policy renewals and other deadlines are met.
• Familiarity with customer relationship management (CRM) software and other relevant tools used in the insurance industry.
• Awareness and understanding of insurance regulations and compliance requirements to ensure that all interactions and policies adhere to legal standards.
• The ability to adapt to changes in the insurance landscape, including policy updates, industry trends, and regulatory changes.