KEY DUTIES AND RESPONSIBILITIES

1. Client Relationship & Service: Foster relationships with clients and intermediaries, resolve queries, and provide informed coverage advice.
2. Product Promotion: Promote NAGICO’s products and services through up-selling, cross-selling, and prospecting.
3. Policy Management: Provide life insurance quotations, issue policy certificates, process applications, reinstatements, cancellations, and related submissions. Assist with renewal notices and retention efforts.
4. Compliance & Administration: Monitor the agency’s compliance with the company’s underwriting procedures, provide administrative support to the Life department, manage workflow, and prepare monthly reports.
5. Professional Development: Keep professional/technical skills current through ongoing education, training, and attending workshops and seminars.
6. Accounts & Team Support: Assist in the collection of accounts receivable and provide backup support to other Life team members as necessary.

QUALIFICATIONS, SKILLS & EXPERIENCE

1. Education & Experience: Associate Degree in Business Administration or related field, with a minimum of 3 years of experience in Medical and Life Insurance. ALMI certification and knowledge of the Life module in Fimmas are a plus.
2. Skills: Strong sales skills, proficiency in Microsoft Office Suite, excellent planning, organizing, communication, and interpersonal skills. Good analytical and decision-making skills, attention to detail, and time management skills are required.
3. Professional Development: Continuous educational development in Medical and Life Insurance, and knowledge of General Claims is an asset.

4. Work Ethic: Ability to work independently, take initiative, and consistently achieve targets. Must be motivated, disciplined, empathetic, diplomatic, fair, and exhibit trustworthiness and discretion when handling confidential information.