New Business Associate – Montego Bay

About the role

The New Business Associate will support the Montego Bay branch of Sagicor Life Jamaica by ensuring that new insurance applications are processed accurately and efficiently. This role is essential for maintaining smooth operations and helping the branch meet its business objectives.

Key responsibilities

• Screen and process incoming insurance applications for completeness and underwriting requirements.
• Verify application data against the electronic system and ensure all required screens are completed.
• Submit completed applications for managerial approval and return incomplete ones to agents.
• Record and dispatch policy contracts from Head Office to advisors.
• Provide administrative assistance to the Branch Manager, including preparing meeting documents and reports.
• Assist financial advisors with client portfolio information and prepare client spreadsheets.
• Support recruitment activities, schedule appointments, and maintain recruiting files.
• Handle termination documentation and ensure company assets are returned.

Required profile

• Associate’s Degree in Business Management or a related field.
• Successful completion of LOMA 1 & 2.
• At least two years of experience in an insurance environment.
• Basic knowledge of life insurance principles.
• Strong written and oral communication skills.

Required skills

• Microsoft Excel
• Microsoft Word

What we offer

• Opportunity to grow within a stable and expanding financial services company.
• Collaborative work environment in Montego Bay.