Branch Administration Assistant – Corporate Circle (Contract)

About the role

The Branch Administration Assistant – Corporate Circle provides essential administrative support to the Branch Manager and Financial Advisors. Working in the Holborn branch, you will help ensure smooth daily operations and contribute to the delivery of client services within a growing financial services environment.

Key responsibilities

• Prepare status letters, client spreadsheets, and ECRIS reports.
• Process queries, documents, and forms for client service, claims, premium and agency accounts, new business underwriting, and the Paramedic Unit.
• Compile information folders for branch meetings and manage stationery requisitions.
• Screen, sort, and scan applications, ensuring completeness, accuracy, and proper indexing.
• Handle coupon settlements, return incomplete applications, and notify advisors and managers of errors.
• Dispatch policy contracts and record acknowledgements for routing to the New Business Department.
• Generate and submit regular reports to the Branch Manager and Coordinator.

Required profile

• Minimum six CSEC or GCE “O” level subjects, including English and a numeric subject.
• Successful completion of LOMA 1 and 2 certifications.
• At least two years of experience in a life insurance company.
• Basic knowledge of life insurance principles and strong human relations and time‑management abilities.
• Effective oral and written communication skills.

Required skills

• Proficiency with spreadsheet software.
• Proficiency with word processing software.