Team Leader

To maintain the efficiency of back-office operations by providing comprehensive administrative support, managing critical documentation, and ensuring seamless communication and compliance across various departments.

💼 Key Responsibilities

1. Data and Document Management

Maintain Records: Manage and update office records, client files, policy documents, and databases (e.g., CRM systems) with high accuracy and confidentiality.

Data Entry & Processing: Perform timely and accurate data entry related to new policies, claims information, payments, and client updates.

Document Handling: Scan, file, organize, and retrieve various insurance-related documents, ensuring compliance with internal and regulatory standards.

2. Administrative Support

Inter-Departmental Communication: Coordinate and facilitate communication between sales, claims, underwriting, and finance departments to ensure smooth information flow.

Reporting: Assist in the preparation and editing of reports, presentations, and correspondence for management review.

Office Operations: Handle general administrative tasks, including scheduling, calendar management, monitoring/ordering office supplies, and managing logistics.

3. Operational Workflow

Process Coordination: Support policy lifecycle processes, including renewals, modifications, and endorsements, ensuring all steps are completed accurately and on time.

Issue Resolution: Address and resolve operational challenges or discrepancies in documentation and data in a timely manner.

Compliance: Ensure all back-office procedures and documentation comply with company policies and industry regulations.

4. Claims and Underwriting Support (Specific to Insurance)

Assist in compiling and organizing necessary documentation for the claims department.

Support the underwriting process by maintaining accurate records and providing required statistical or financial information.

✅ Qualifications

Education: Bachelor's degree in Business Administration, Finance, or a related field (or equivalent practical experience).

Experience: Proven experience in an administrative, back-office, or data entry role, preferably within the insurance or financial services industry.

Knowledge: Familiarity with basic office management procedures, and ideally, knowledge of insurance policies, regulations, and industry practices.