Finance Officer (Insurance Claims Sector)

Overview

Our client is a well- established financial services organization that offers leading insurance products via a network of brokers in Barbados. Due to growth, they are seeking a bright, organized individual to join the team.

Duties and Responsibilities

Receive and answer telephone, face-to-face and electronic queries from members concerning insurance products and services and charges. Receive applications for insurance and other services and ensure that said applications are accurately completed. Investigate and solve routine problems of members on matters regarding their insurance accounts.

Identify insurance needs of members and cross sell products and services. Maintain confidentiality of member information. Contact members who have complaints or queries about insurance products/services and ensure that the matter is resolved or members are contacted within 24 hours. Prepare correspondence about to members concerning their insurance accounts.

Keep accurate records for all daily financial transactions. Record accounts receivable. Maintain the accuracy of the data contained within internal systems. Prepare monthly insurance reports and assist with annual report. Track insurance deposits, payments and prepare monthly and /or bi-monthly remittances. Ensure the effective execution of financial policies.

Liaise with relevant insurance companies to ensure the sharing of relevant Information and correspondence as well as the remitting of payments and refunds.

Requirements

Qualified to BSc. Level in Accounting/Finance/Business related discipline. Good verbal/written communication skills. Competency with Insurance broker software (EPICAssure) a distinct advantage. Proven data-entry skills. Previous experience working in the insurance industry preferred.