business

Insurance Administrator

  • star Publikuar: 21-12-2023
  • star Skadon: 18-01-2024

Ky konkurs ka skaduar

Kategoritë Financa
Numri i pozitave 1
Vendi i punës Prishtinë
Shikime 2569

Insurance Administrator

Ready to join a team that plays a pivotal role in shaping the financial landscape? Your opportunity has arrived! Our esteemed client, boasting over 25 years of impressive experience in banking, financial planning, and debt restructuring, is currently seeking an Insurance Administrator in Kosovo.

This is your chance to be a part of a team of specialists that has solidified its position as a leading force in the financial sector, dedicated to helping individuals achieve their financial aspirations.

This role is tailored for individuals seeking to thrive in a financial environment, where you can make a meaningful impact on the lives of clients. If you are prepared to embark on a journey that combines expertise, innovation, and a commitment to client satisfaction, apply today and become a key player in our client's continued success.

Responsibilities:

  • Provide administrative support to the financial services division, including processing client applications, maintaining client records, and responding to client inquiries.
  • Manage the company's internal systems and databases to ensure accurate and up-to-date records of client accounts, transactions, and investments.
  • Liaise with internal and external stakeholders, such as financial advisors, brokers, and regulatory bodies, to ensure compliance with industry regulations and standards.
  • Participate in ongoing training and professional development activities to stay up to date with industry trends, regulations, and best practices.
  • Inputting client data to our CRM and the planning software we use, known as Cash-Calc.
  • Inputting client application forms onto local insurer’s portal
  • Informing clients of medical underwriting requirements on new applications.
  • Liaising between this firm and third-party product/service providers
  • Maintaining client paper files in line with regulatory requirements.
  • Assisting me in creating reports for new and existing clients.
  • Managing my emails and dealing with those he/she can deal with, passing along those that he/she cannot.
  • Producing client invoices and ensuring they are sent to the relevant clients in a timely fashion.
  • Answering client enquiries.

Requirements:

  • A minimum of 2 years' experience in a similar role within a brokerage firm.
  • An understanding of financial products and services, including investment management, pensions, and insurance.
  • Excellent administrative and organizational skills, with the ability to manage multiple tasks and priorities simultaneously.
  • Strong attention to detail and accuracy, with the ability to maintain precise records and documentation.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and stakeholders.
  • Proficiency in Microsoft Office and other relevant software applications.
  • A professional and positive attitude, with a commitment to delivering exceptional customer service.
  • Relevant qualifications or certifications in financial services administration or related fields would be an advantage.

Salary: 15k – 17k

Job type: full time, permanent (Remote)

Location: Kosovo

If you would like to hear more about this opportunity, please apply with your up-to-date CV to this address: [email protected] , and the Crewit team will contact you!