Account Assistant

Job Summary

We are seeking a detail-oriented and proactive Accounts Assistant to join our dynamic team. The ideal candidate will play a crucial role in supporting our financial operations by managing various accounting tasks, ensuring accurate data entry, document management, operational support and providing exceptional customer support. This position requires strong communication skills and the ability to work collaboratively in a fast-paced environment. The Account Assistant ensures that administrative processes are executed efficiently, supporting the Brokers and other team members in delivering exceptional service to clients.

Key Responsibilities

• Assist with day-to-day administrative tasks such as filing, data entry, and managing client records.
• Prepare and maintain accurate documentation for insurance policies, endorsements, and client correspondence.
• Process and distribute internal and external communications, including emails, letters, and reports.
• Support client communications by scheduling appointments, handling basic inquiries, and directing complex issues to appropriate team members.
• Assist in preparing client proposals, policy documents, and renewal notices.
• Update clients on the status of their requests or documents, as directed by licensed team members.
• Manage the collection, organization, and distribution of documents related to insurance policies, claims, and client interactions.
• Maintain confidentiality and security of sensitive client information.
• Assist in coordinating internal meetings, training sessions, and client events.
• Collaborate with other team members to ensure smooth operations and resolve any administrative issues.

Periodic Duties

• Support the preparation of presentations, reports, and other materials for team meetings.
• Generate reports and summaries for internal use, including client activity and policy status.

Qualifications & Asset

• High school diploma or equivalent required.
• Minimum of 1-2 years of experience in an administrative or support role, preferably within an insurance or financial services environment.
• A post-secondary diploma in Business, Finance, Insurance, or a related field preferred.

Requirements

• Proficiency in English; bilingual or multilingual skills are highly desirable.
• Previous experience in customer support, client services, or call center environments is preferred.
• Strong computer skills with a focus on Microsoft Office applications (Excel, Word, PowerPoint).
• Excellent typing skills with attention to detail for accurate data entry.
• Strong communication skills, both verbal and written, to effectively interact with clients and team members.
• Ability to handle cash transactions accurately and responsibly.
• Analytical skills to assess financial information and contribute to decision-making processes.
• A proactive attitude with the ability to work independently as well as part of a team. If you are passionate about finance and customer service and possess the required skills, we encourage you to apply for this exciting opportunity as an Accounts Assistant.

Technical Competencies

• Familiarity with insurance management software and CRM systems to perform data entry and manage client information.
• Ability to enter and maintain data accurately, with attention to detail and efficiency.
• Experience in handling, organizing, and processing documents in a professional setting.
• Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) for preparing documents, spreadsheets, and presentations.
• Basic understanding of financial and insurance terminology and processes.

Person Specification

• Clear and effective verbal and written communication skills for interacting with clients and team members.
• Ability to provide supportive and responsive service to clients, addressing their needs professionally.
• Strong organizational abilities to manage multiple tasks, prioritize responsibilities, and ensure timely completion of duties.
• Ability to work effectively with colleagues and support the team's objectives and goals.
• Basic problem-solving skills to address and escalate issues as needed, ensuring smooth administrative operations.

Working Conditions

Works primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.

Job Types: Full-time, Contract

Pay: Rs50, Rs80,000.00 per month

Work Location: Remote