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Branch Coordinator - Tanta

Chubb life Insurance
Tanta, Gharbia

Branch Coordinator - Tanta

Tanta, GharbiaPosted 23 days ago
77Applicants for1 open position
  • 11Viewed
  • 0In Consideration
  • 0Not Selected

Job Details

Experience Needed:
Career Level:
Education Level:
Job Categories:

Skills And Tools:

Job Description

  • 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

Job Requirements

  • Education: Bachelor's Degree
  • English: Very Good
  • Microsoft Office Very Good, Specially Excel

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