PURPOSE OF THE JOB:

• To oversee the operations of Placencia Branch.
• To ensure the achievement of Placencia Branch Sales Goals through new business sales, referrals, and retention of accounts.
• To ensure optimum level of customer service and promote excellent sales and service techniques through daily interactions with internal and external customers.
• To oversee daily Branch processes/reports and ensure they are in compliance with Company policies and procedures.
• To promote customer use of our MobileAPP to enhance their customer experience.
• To develop a source of prospects and ensure follow-up on prospect list.

JOB FUNCTIONS/RESPONSIBILITIES:

• Closely monitoring Branch Office Sales Production and ensuring that Sales quotas are being met.
• Pay attention to details when entering data in the system, in order to ensure accurate and timely information is entered/uploaded to the system.
• Ensure full compliance with Company policies and procedures.
• On a weekly basis, review Branch strategies for increasing sales, review current week’s activities and develop a plan of action for the following week.
• Work closely with Department Supervisor to service large accounts throughout the year for the purpose of delivering and explaining policies, handling policy renewals, and suggesting additions.
• Ensure the retention of existing Branch customers. Ensure Cross-selling.
• Update Business Development Manager on all Sales-based activities.
• Ensure the accuracy and timely submission of Daily Remission Report evidenced by signature and date of review.
• Ensure the review of Daily Reconciliation Report and Daily Compliance and make necessary corrections to any discrepancies found within a reasonable timeframe.
• Ensure customers are consistently reminded of our MobileAPP, its use, and benefits. Ensure MobileAPP targets are met.
• Projects/Tasks may be assigned by Department Managers, Assistant Manager, and General Manager as necessary in any area of the Company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by Department Managers, Assistant Manager, and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

PURPOSE OF THE JOB:

Secure customer retention of at least 95% for San Ignacio, Placencia, and Dangriga Branches. Review compliance status of all entities processed by BDD, including Agents/Broker. Coordinate with Customer Admin Officer to ensure that the Department’s compliance program is carried out timely and accurately to ensure full compliance of all entities.

JOB FUNCTIONS/RESPONSIBILITIES:

• Review monthly retention list and contact all clients for San Ignacio, Placencia, and Dangriga Branches to remind them of renewals, compliance requirements, and MobileApp download/renewal/quotation requests.
• Ensure that we follow up with non-renewals for the period to ensure renewal prior to month-end.
• Review daily compliance status on all policies processed on a daily basis by Branches, Agents, and Brokers.
• Follow up with Branches/Agents/Brokers to update non-compliant entities in a timely manner.
• Assist Branches/Agents/Brokers with challenging customers who have pending items to gather and update the entities in MIS.
• Be the cross-support and relief officer for Account Support Officers.
• Provide basic marketing of Atlantic Insurance Products to prospects and to customers/prospects who are contacted via the telephone/visits.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

PURPOSE OF THE JOB:

Ensure that the assigned administrative responsibilities of the Life and Accident portfolio within the Business Development Department are completed accurately and timely. Offer support to Account Executive Officers, Branches, and Agents by continuously seeking new prospects and completing assigned administrative tasks through various mediums.

JOB FUNCTIONS/RESPONSIBILITIES:

• Complete all administrative duties assigned by the Department Manager.
• Review weekly emissions entered by Account Execs, Branches, and Agents in MIS to ensure full compliance and approval by the Department Manager/Assistant Manager.
• Prepare hard copy files for all new sales.
• Review and ensure that all compliance requirements have been completed for all New/Renewal policies processed for the Life & Accident policies before preparing submission to the Life Underwriter.
• Prepare Daily Reconciliation Report for all Life/Accident policies entered for Main Office.
• Prepare Daily Remissions Report for Life/Accident Policies processed for Main Office.
• Prepare weekly New/Renewal Report for Life/Accident Portfolio.
• Offer support to all Account Executive Officers, Branches, and Agents by consistently contacting prospective customers to gain interest and set up appointments using Department guide.
• Ensure that Department supplies are kept in order and replenished as needed within the required time frame.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

PURPOSE OF THE JOB:

To assist Agents/Branches with the review and approval of Comprehensive Insurance documents. The primary emphasis is on providing support to Branch Offices and Agents to improve customer service by:

• Submitting Motor Comprehensive Review documents timely for review and approval.
• Maintaining a Motor Comprehensive Review Log to closely monitor the timeline for receiving, reviewing, and approving Motor Comprehensive renewals/quotes.
• Improving customer service by ensuring that Agents/Branches upload all documents and approval emails to the system.

JOB FUNCTIONS/RESPONSIBILITIES:

• Complete all administrative duties assigned by the Department Manager.
• Review weekly requests from Agents and Branches and update the Motor Comprehensive Review Log. Email it to the Department Manager and Assistant Manager once a week.
• Review all required documents/checks for Motor Comprehensive cover to ensure accuracy before submission to Claims Analysis for review.
• Submit Motor Comprehensive documents to the Department Manager and Assistant Manager for review and approval.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

JOB FUNCTIONS/RESPONSIBILITIES:

• Attending to walk-in-customers and or prospective customers (prospect) and also attend to customer/prospects via telephone.
• Prepare all necessary insurance documents as required.
• Assist customers and prospects via telephone in order to close sale and create referral base for future business.
• Develop prospect listing using the questionnaire form completed by our customers.
• Prepare Daily Remission Report as per deadline if the need arises.
• Attend to queries forwarded by Department Managers and ensure it is resolved efficiently.
• Provide basic marketing of Atlantic Insurance Products to customers/prospects who visit the office and to customers/prospects who are contacted via the telephone/visits.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

JOB FUNCTIONS/RESPONSIBILITIES:

• Be the first to attend to all walk-in-customers/prospects.
• Handle all secretarial duties.
• Assist San Pedro Agent with Compliance requirements and ensure all documents are updated and uploaded to the system.
• Provide assistance in preparing insurance quotation.
• Ensure high retention for Fire Renewals. The initial contact with customers is to be at least thirty days prior to renewal.
• Ensure that monthly Fire Retention Report is up to date and submit the updated report to Branch Executive Officer at the Branch.
• Substitute for Branch Executive Officer – San Pedro Branch when the need arises.
• Provide basic marketing of Atlantic Insurance Products to customers/prospects who visit the office and to customers/prospects who are contacted via the telephone.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the Company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

JOB FUNCTIONS/RESPONSIBILITIES:

• Process daily receipts for all clients at the Branch.
• Review and complete daily remission report for the Branch. Ensure timely deposits and submission of reports to the Accounts Department.
• Process receipts for direct deposits as assigned.
• Complete Daily Compliance Review and Daily Reconciliation Reports for the Branch.
• Follow up with CSRs for pending compliance documentation required for entities processed the previous day.
• Provide basic marketing of Atlantic Insurance Products to customers/prospects who visit the office and to customers/prospects who are contacted via the telephone.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the Company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by the Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations to skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

PURPOSE OF THE JOB:

• To process insurance documents for assigned Broker/ AEs and other Branches as needed.
• Offer Compliance support to Broker/AEs.
• Adhere to company’s policies and procedures with regards to CDD requirements and Risk-Based Assessment.

JOB FUNCTIONS/RESPONSIBILITIES:

• Process insurance documents for assigned Broker/AEs and other Branches. This includes quotations, renewal documents, motor insurance documents, etc.
• Follow up with Broker on any pending documents, including Compliance and Proposal forms, etc.
• Prepare daily remissions for business booked by the Broker and balance with direct deposits.
• Maintain Logbook for receipt of documents/requests from Broker/Sales AEs.
• Ensure that the filing system is maintained on a daily basis.
• Coordinate renewal and compliance needs notifications with Broker to ensure 95% retention.
• Ensure all documents are uploaded in the system.
• Offer support to AE by entering Entity information and requesting/uploading Compliance checks.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the Company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations to skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.

PURPOSE OF THE JOB:

• To carry out the administrative duties of the office.
• To profitably acquire new customers.
• Be a First-Line Contact for Customers.
• Primary emphasis is on attaining new accounts through:
  • Actively canvassing for new accounts via walk-in customers.
  • Developing a source of prospects.
  • Maintaining a call back file to keep in touch with potential prospects.
• Process insurance for walk-in customers and ensure to abide with all onboarding/customer renewal company requirements.
• Adhering to company’s policies and procedures with regards to CDD requirements and Risk-Based Assessment.

JOB FUNCTIONS/RESPONSIBILITIES:

• Be the first to attend to all walk-in customers/prospects.
• Handle all secretarial duties.
• Process insurance documents for walk-in customers and ensure to comply with all onboarding/customer renewal company requirements.
• Provide assistance in preparing insurance quotation.
• Follow up with all fractional payments to ensure payments are made timely.
• Ensure high retention for all Renewals. The initial contact with customers is to be at least thirty days prior to renewal.
• Provide basic marketing of Atlantic Insurance Products to customers/prospects who visit the office and to customers/prospects who are contacted via the telephone.
• Projects may be assigned by the Department Manager and General Manager as necessary in any area of the Company’s business. Deadlines must be adhered to.
• Other responsibilities may be added by Department Manager and General Manager at any time. The individual must be flexible and use the above responsibilities as a guide and not as limitations on skills or duties. The individual should use his/her initiative when there is a need to work late or on weekends.

QUALIFICATIONS AND EXPERIENCE:

This post requires an individual who holds himself/herself to the highest standards and has a strong desire for personal growth and professional success. The individual should display initiative, diligence, self-confidence, and outgoing personalities.

Minimum - Associate Degree in Business Administration with at least one year working experience in customer service

• Can demonstrate familiarity with basic principles in the area of Sales.
• Strong work ethic.
• Ability to work independently and as part of a team.
• Ability to communicate, both orally and in writing.
• Professional demeanor both on the phone and in person.
• Proficiency is required in Microsoft Excel and Microsoft Word.
• Bilingual in English and Spanish would be an asset.
• Valid driver’s license and willingness to drive oneself.

DEADLINE FOR SUBMISSION OF ONLINE APPLICATIONS IS MONDAY 5 JUNE 2023
ALL APPLICATIONS MUST INCLUDE:
TWO RECENT LETTERS OF REFERENCE ONE FROM PAST EMPLOYER AND A VALID POLICE RECORD AND PASSPORT SIZE PICTURE

SEND APPLICATIONS AND SUPPORTING DOCUMENTS

Note: Incomplete applications will not be considered. Only short-listed applicants will be contacted for interviews.
We thank you for your application.