Skills And Tools:
- Prepare periodical sales reports requested by branch manager and send copies to Channel Services, Operations Director and CMO
- Coordinate all correspondence between Head Office and Life sales force (underwriting requests, circulars…) and follow up its implementation.
- Make sure that all materials needed for life sale activities are always available and sufficient (Application forms, Brochures….)
- Maintain all Life registers and books and keep them up-to-date and complete.
- Receive all clients’ written requests either directly or through consultants
- (Ex: Surrenders, Endorsements, Cash Value requests…), scan and save them on life system and send originals to Head Office for processing.
- Overview all administration needs of branch (stationary, supplies, services, bills…) and coordinate proper action with office manager at H.O.
- Perform any other assignment as may be required by Operations Director.
- Resolves product or service problems by clarifying the customer's complaint
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies
- Handling all issues relating to personnel files of the agents
- Education: Bachelor's Degree
- English: Very Good
- Microsoft Office Very Good, Specially Excel
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