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Trust Estate Administration Assistant
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Competencies
Demonstrated experience with Customer Service.
Demonstrated experience with Cash Handling.
Demonstrated experience with FIA Compliance.
Demonstrated experience with Client Relationship Management.
Demonstrated experience with Policy Processing.
Education
Languages
Summary
Trust Estate Administration Assistant open to new opportunities
Experience
Teller
Provide account services to clients by receiving deposits and loan payments, cashing cheques, issuing savings withdrawals, recording night mails and deposits. Preparing currency transaction reports. Cross- sells bank products by answering inquiries, informing clients of new services and product promotions. Complete special requests by closing accounts, taking orders for cheques, opening and closing accounts, exchanging foreign currencies. Providing account statements, copies and referrals, completing safe-deposit box procedures. Reconcile cash drawer by providing cash transactions; counting and packaging currency coins. Comply with bank operations and security procedures by participating in all dual-control functions; maintaining client traffic surveys. FIA Compliance (Assisting in certification of proof). Maintain client confidence and protect bank operations by keeping information confidential.
Teller
Coordinates activities of tellers engaged in receiving and paying out money and keeping records of transactions in banks. Assign duties and work schedules to tellers to ensure efficient functioning of department.. Examine tellers’ daily reports of daily transactions for accuracy. Consolidate and balance daily transactions. Ensure supply of money for branch needs based on legal requirements and business demands. Monitor and review banks’ security procedures and control access to vault. Count and record currency and coin in the vault. FIA Compliance (assisting in certification of proof). Provide account services to clients by receiving deposits and loan payments. Cross sell bank products by answering inquiries; informing clients of new services and product promotions. Maintain client confidence and protect bank operations by keeping information confidential. Prepare monthly BROTA reports
Client Service Consultant-Personal Lines
Familiarization with the Personal Lines policy wordings and product knowledge. Generate own correspondence and maintain up to date flow of documentation. Quotations, amendments, review and update of policies as and when required. Loading and processing policies accurately on the in-house computer system, as well as placing cover with Insurers. Processing and follow-up on unpaid premiums. Expand current client base through growth and obtaining of new business with a pre-determined New Business Budget. Build and maintain amicable and effective relationships within the insurance industry. Maintain and comply with Internal Business Procedures and Minimum Operating Standards. Compile and prepare monthly New Business reports. Underwriter Skills- Highly proficient in the full Microsoft Office Suite. Professional, well-groomed and appropriately attired to create a good impression and able to interact with people at all levels in society and form important business relations. Have excellent negotiation skills and ability to represent the company in a favourable manner
Preschool Administrator
Plan meetings, schedule appointments and update calendars. Answer phone calls and provide relevant information to clients. Develop and maintain an equipped filing system, Ensure office stationery are readily available in stock. Make sure office stationary are in working condition at all times. Compose and type regular correspondences such as invitations and informative material. Handling petty cash. Highly proficient in the full Microsoft Office Suite. Personal commitment to improving my own knowledge and skills and having the initiative and ability to offer new ideas. Strong organizational and time-management skills. Self-assured, display energy and enthusiasm whilst focusing on achieving goals
Call Centre Client Care/Sales Advisor
Coordinate with clients to assess all risk requirements. Evaluate Client exposure and analyze all risks to determine the appropriate re products and services by improving business service. Manage all communication with client and carriers and evaluate all quotes appropriate to clients. Monitor client payments and administer everyday services for product line. Call clients and offer them Home loan Insurance and short term insurance and provide them with the necessary advice. Facilitate sales in every way possible to drive sustainable growth. Update Client information on the database. Retaining Clients insurance policies. Resubmission on client premiums/unpaid premiums. Build and maintain key client relationships. Data capturing and processing transactions. Credit control and resolving discrepancies on dually insured policies, cancelled policies and re-instated policies. Familiarity with basic accounting principles
Claims Negotiator- Personal Lines
provide advice on making a claim and the processes involved. collect accurate information and documents to proceed with a claim. analyze a claim made by a policymaker to establish whether it satisfies the policy conditions. guide policyholders on how to proceed with the claim. identify reasons why full payment may not be made. explain to policyholders when their claim is not covered. contact tradespeople from a network of approved professionals and arrange for them to make repairs on the policyholder's property. monitor the progress of a claim. investigate potentially fraudulent claims. liaise with suppliers, as well as other legal and claims professionals, and negotiate the terms of a claim. prepare an initial estimate of costs and then closely monitor and keep a record of costs
Legal Clerk- Motor Recovery Officer
Handling of cost recovery for third party motor claims. Demonstrate an understanding of the claim with the ability to interpret and apply relevant regulations related to motor accidents. Negotiation skills to ensure maximum recovery when providing settlement instructions to TP.. Excellent oral and written communication, interpersonal skills to effectively manage and negotiate settlement. Research and investigative skills when dealing with claims. Insurance product knowledge and terminology in order to assess costs related to the claim. Drafting letter of demand correspondences to Third Parties. Daily data capturing, diary management, and maintain spreadsheets for daily reporting. collect accurate information and documents to proceed with a claim recovery. Payment requests to third parties. Understand the principles and practices of debt collection. Demonstrate aptitude for learning new technologies. Operate with claims recovery guidelines and compliance. Working knowledge of relevant insurer systems & wording. Good communication skills and professional selling skill
Claims Negotiator- Personal Lines
provide advice on making a claim and the processes involved. collect accurate information and documents to proceed with a claim. analyze a claim made by a policymaker to establish whether it satisfies the policy conditions. guide policyholders on how to proceed with the claim. identify reasons why full payment may not be made. explain to policyholders when their claim is not covered. contact tradespeople from a network of approved professionals and arrange for them to make repairs on the policyholder's property. monitor the progress of a claim. investigate potentially fraudulent claims. liaise with suppliers, as well as other legal and claims professionals, and negotiate the terms of a claim. prepare an initial estimate of costs and then closely monitor and keep a record of costs. get advice from external specialists, such as loss adjusters and forensic accountants, on complex cases and ensure fair settlement of a valid claim