Branch Administration Associate – Virtual & Independent Unit

About the role

The Branch Administration Associate provides administrative support to the Channel Manager, Financial Advisors and the Branch Coordinator within Sagicor’s Insurance and Pension Revenue Team. The role assists the Unit Administration Supervisor in achieving branch objectives and ensures smooth operation of administrative processes.

Key responsibilities

• Prepare memoranda, letters, meeting minutes and general correspondence.
• Arrange branch meetings, retreats, awards ceremonies and other functions.
• Compile and submit administrative reports to the Branch Coordinator.
• Supervise the HEART Trainee and assist in training administrative team members.
• Screen and monitor coupon application flow and settlement.
• Process recruitment and termination documents for Financial Advisors.
• Prepare and submit selection interview and recruiting files for new hires.
• Notify Human Resources of terminations and dispatch policy contracts.
• Record policy acknowledgement receipts and submit to the New Business Department.
• Assist in preparing and monitoring departmental expense budgets.

Required profile

• Associate’s Degree in Business Administration, Management or equivalent.
• Successful completion of LOMA Parts 1 and 2.
• Minimum three years’ experience in a life insurance company.
• Strong knowledge of life‑insurance principles and the company’s products.
• Excellent oral and written communication, human‑relations and time‑management skills.

Required skills

• Proficiency with word‑processing software (e.g., Microsoft Word).
• Proficiency with spreadsheet applications (e.g., Microsoft Excel).