Branch Administration Assistant (RAI) – Contract

About the role

The Branch Administration Assistant (RAI) provides speedy and efficient administrative support to the Branch Manager and Financial Advisors at the Holborn branch. The role ensures smooth processing of premium payments, policy documentation, and day‑to‑day branch operations.

Key responsibilities

• Monitor advisor conservation, track monthly premium payments, and investigate missed payments for SD & PAP cases.
• Notify clients and advisors of missed payments, manage critical lists (e.g., bounced cheques), and submit premium queries.
• Follow up with operations teams, manage the branch’s orphan portfolio, and conduct open‑source (Google) searches for adverse information.
• Prepare and dispatch policy contracts, sort incoming mail, maintain stationery supplies, and produce regular reports within stipulated timeframes.

Required profile

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

Required skills

• Proficiency with spreadsheet applications (e.g., Microsoft Excel).
• Proficiency with word‑processing applications (e.g., Microsoft Word).
• Ability to perform open‑source searches using Google.