Client Acquisition Assistant

📌 Core Information

🔹 Job Title: Client Acquisition Assistant

🔹 Company: Guardian Group

🔹 Location: Trinidad and Tobago

🔹 Job Type: Full time

🔹 Category: Insurance

🔹 Date Posted: April 11, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Managing new business transactions and ensuring timely processing of applications
• Collaborating with branch administrative staff and the sales force to maintain efficient operations
• Handling case management, reporting, query management, and other policy activities
• Processing requests for cancellations, conversions, re-dates, and reinstatements
• Dispatching policies and managing mail, medicals, and non-medicals

ASSUMPTION: This role requires a high level of organization, attention to detail, and strong communication skills. The ideal candidate will be comfortable working in a fast-paced environment and managing multiple tasks simultaneously.

📋 Key Responsibilities

✅ Manage pending requirements and ensure the timely receipt/update of requirements on pending applications

✅ Process complete applications/increments within service timelines, including submission to underwriters where applicable

✅ Process and settle underwritten applications within service timelines and ensure correct status is reflected

✅ Process “down date” transactions, requests for conversions, changes in date of risk, sum assured, etc. within service timelines

✅ Dispatch of endorsements to branches for Unregistered cases

✅ Process requests for conversions, re-dates, and reinstatements ensuring that complete applications are sent into Underwriting for review and cases are settled within stipulated timelines

✅ Establish and maintain a collaborative relationship with Branch Administrative staff and Sales force to ensure the timely processing of New Business transactions that are assigned

✅ Monitor and action reports for assigned portfolio within turnaround timeframe

✅ Submit statistical information for use to Branches/Agents, Leader/Management, as required

✅ Prepare a daily report and breakdown of tasks completed and outstanding work to be sent to the respective Team Leader at the end of each work day

✅ Respond to both internal and external queries for department within the customer service standards timelines and ensure all relevant correspondence is uploaded into EDM

✅ Process requests for cancellation of policies and dispatch of cheques for both company (File Close) and agent requests (incl. NPWs)

✅ Generate, upload, and print policies within 4 business days of settlement

✅ Check/verify accuracy of policies and/or errors, highlighting all errors found in the process

✅ Log all errors in a report format and submit to the Team Leader daily

✅ Prepare and Dispatch checked policies to Branches

✅ Update Dispatch dates on Ingenium within one (1) business day of dispatch

✅ Upload emails to EDM accordingly

✅ Complete and submit Daily Reports within one (1) business day

✅ Prepare Overpayment Notices and Acknowledgement Listings for overpayment checks

✅ Package and dispatch overpayment checks with accompanying documents

✅ Ensure that all Approved/Unapproved letters are correctly scanned, tagged, and filed to the respective case folder in a timely manner

✅ Update Internal Logs and AS400 for Top Hat and Annuity policies received from BIR

✅ Update Dispatch Logs and AS400 for Top Hats and Annuity policies dispatched to Branches and IO Departments

✅ Log and Distribute unapproved contracts to BIR Unit within one (1) day of receipt

✅ Scan and upload all documents and emails as required

✅ Communicate issues/challenges encountered during the verification/dispatch process to the Team Leader

✅ Clear the mailbox of all medicals- 9am and 1:30pm daily

✅ Dispatch all outgoing mail for BIR and the respective Branches/Units according to daily timeframes

✅ Process medicals within the assigned timelines, including Stamping, Scanning, Updating Doctors’ log, updating Ingenium, and meticulous filing of documents within turnaround timeframe

✅ Manage and update medicals received via Elabs

✅ Process non-medicals, including stamping, logging on spreadsheet, updating Ingenium, and distribution to Case Officers in accordance with turnaround timeframes

✅ Process and update NIL file daily

✅ Generate report and update all OFTs received

✅ Generate report and update all Signed Scripts

✅ Submit policies to Underwriting where last requirements have been received

✅ Investigate and respond to all queries pertaining to any function of the team within the stipulated timeframe

✅ Submit clawback listing to Sales Admin department within turnaround time

✅ Record all daily batches of medicals on the required transmittals and submit to the vault on a monthly basis in keeping with the set procedural guidelines

✅ Check all policies which require BIR approval from all Insurance Operations departments to ensure the policies meet BIR guidelines

✅ Process all unapproved contracts from BIR daily and return for approval

✅ Meet weekly with BIR to resolve all relevant queries

✅ Respond to all BIR-related queries from our agents, sales supports, and internal staff

✅ Perform any other job-related duties as assigned by the Team Leader/Manager

ASSUMPTION: This role involves a high degree of multitasking and requires strong organizational skills to manage various responsibilities effectively.

🎯 Required Qualifications

Education: 5 CXC/CSEC passes including Mathematics and English Language, 2 A’ Level/CAPE passes

Experience: At least 2 years of insurance experience in the Insurance Industry

Required Skills:

• Knowledge of all company products
• LOMA 280, 290, ACS 100, and all related parts
• Certificate in Customer Service
• Excellent communication and interpersonal skills
• Strong organizational skills and attention to detail
• Ability to work under stress and make effective decisions promptly
• Proficient in using various software tools and systems

Preferred Skills:

• Previous experience in insurance case management
• Familiarity with Guardian Group's internal systems and processes

ASSUMPTION: Candidates with relevant insurance industry experience and strong organizational skills will be well-suited for this role.

💰 Compensation & Benefits

Salary Range: TT$25,000 - TT$35,000 per annum (Estimated based on industry standards for similar roles in Trinidad and Tobago)

Benefits:

• Health insurance
• Pension plan
• Life insurance
• Employee assistance program
• Training and development opportunities

Working Hours: Monday to Friday, 8:30 AM to 5:00 PM, with a 1-hour lunch break

ASSUMPTION: The salary range is an estimate based on industry standards for similar roles in Trinidad and Tobago. The actual salary may vary depending on the candidate's experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Guardian Group is a leading insurance company in the Caribbean region, offering life, health, and pension solutions. The company is committed to cultivating financial freedom for its stakeholders through transformative interactions fueled by technology.

Company Size: Guardian Group has 201-500 employees, providing a medium-sized company environment where applicants can expect a structured yet collaborative work culture.

Founded: Guardian Group was founded in 1967, with a rich history and extensive experience in the insurance industry.

Company Description:

• Guardian Group leads the charge in Life, Health, and Pension solutions throughout the Caribbean Region
• The company's mission is to cultivate financial freedom for its stakeholders through transformative interactions, fueled by the relentless power of technology
• Guardian Group strives to redefine the landscape of financial services, empowering individuals and businesses alike to pursue their dreams with confidence and security

Company Specialties:

• Life insurance
• Health insurance
• Pension plans
• Investment products

Company Website: https://www.guardiangroup.com/

ASSUMPTION: Guardian Group's extensive experience and commitment to innovation make it an attractive employer in the insurance industry.

📊 Role Analysis

Career Level: The Client Acquisition Assistant role is an entry-level to mid-level position, offering an excellent starting point for a career in insurance case management.

Reporting Structure: The Client Acquisition Assistant reports directly to the Team Leader/Manager within the Insurance Operations department.

Work Arrangement: This role operates on a full-time, on-site basis, with the possibility of occasional remote work for specific tasks.

Growth Opportunities:

• Progression to senior case management roles within the Insurance Operations department
• Transition to other departments within Guardian Group, such as Sales, Underwriting, or Claims
• Professional development through training and certification programs, such as LOMA and ACS

ASSUMPTION: Guardian Group offers strong growth potential for motivated and dedicated employees willing to take on new challenges and develop their skills.

🌍 Location & Work Environment

Office Type: Guardian Group's headquarters is a modern, professional office environment with a collaborative and inclusive work culture.

Office Location(s): The Client Acquisition Assistant role is based at Guardian Group's headquarters in Port of Spain, Trinidad and Tobago.

Geographic Context:

• Trinidad and Tobago is an English-speaking twin-island country located in the Caribbean Sea, just off the coast of Venezuela
• The country enjoys a tropical climate year-round, with temperatures ranging from 25°C to 32°C (77°F to 90°F)
• Port of Spain, the capital city, is a bustling urban center with a mix of modern and historic architecture

Work Schedule: The standard workweek is Monday to Friday, with core hours from 8:30 AM to 5:00 PM, and a 1-hour lunch break.

ASSUMPTION: Guardian Group's office environment is professional yet welcoming, with a strong emphasis on teamwork and collaboration.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the Hiring Manager
• Final round interview with the Team Leader/Manager
• Background check and reference check
• Job offer

Key Assessment Areas:

• Problem-solving skills and attention to detail
• Communication and interpersonal skills
• Organizational skills and time management
• Adaptability and ability to work under pressure
• Knowledge of insurance industry and relevant regulations

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Demonstrate your understanding of the insurance industry and Guardian Group's products and services
• Showcase your problem-solving skills and attention to detail through specific examples
• Prepare thoughtful questions to ask during the interview, focusing on the role's responsibilities, team dynamics, and growth opportunities

ATS Keywords: Insurance, Case Management, Customer Service, Attention to Detail, Problem Solving, Communication, Time Management, LOMA, ACS, Guardian Group

ASSUMPTION: Guardian Group's recruitment process is designed to assess candidates' technical skills, problem-solving abilities, and cultural fit for the role and the organization.

🛠️ Tools & Technologies

• Ingenium (Guardian Group's proprietary case management system)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Email client (Outlook, Gmail, etc.)
• Customer Relationship Management (CRM) software
• Document management systems

ASSUMPTION: Guardian Group provides the necessary tools and technologies for employees to perform their jobs effectively and efficiently.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Excellence
• Innovation
• Collaboration
• Customer-centricity

Work Style:

• Professional yet approachable
• Team-oriented and collaborative
• Adaptable and resilient
• Focused on continuous learning and improvement
• Committed to delivering exceptional customer service

Self-Assessment Questions:

• Do you possess strong communication and interpersonal skills, with the ability to build and maintain effective working relationships with internal and external stakeholders?
• Are you comfortable working in a fast-paced, dynamic environment, managing multiple tasks and priorities simultaneously?
• Do you have a proven track record of delivering high-quality work under tight deadlines and in challenging circumstances?
• Are you committed to continuous learning and professional development, with a strong desire to grow within the organization?

ASSUMPTION: Guardian Group values employees who embody their core values and work style, fostering a positive and productive work environment.

⚠️ Potential Challenges

• Managing a high volume of cases and tight deadlines
• Navigating complex insurance regulations and policies
• Working with diverse internal and external stakeholders, including agents, clients, and other departments
• Adapting to changes in processes and technologies
• Maintaining a high level of accuracy and attention to detail in a fast-paced environment

ASSUMPTION: Guardian Group provides comprehensive training and support to help employees overcome these challenges and succeed in their roles.

📈 Similar Roles Comparison

• The Client Acquisition Assistant role is similar to other insurance case management positions, such as Case Manager, New Business Case Officer, or Underwriting Assistant
• However, this role focuses specifically on new business transactions and requires strong collaboration with branch administrative staff and the sales force
• Career progression in this role may lead to senior case management positions, underwriting, or other specialized insurance roles

ASSUMPTION: The Client Acquisition Assistant role offers a unique blend of case management, customer service, and sales support responsibilities, providing a strong foundation for a career in the insurance industry.

📝 Sample Projects

• Streamlining the new business case management process to improve efficiency and reduce turnaround times
• Developing and implementing a training program for new case management staff to enhance knowledge and skills
• Collaborating with the sales force to identify and address gaps in the new business case management process, improving overall customer satisfaction

ASSUMPTION: These sample projects demonstrate the range of responsibilities and initiatives that a Client Acquisition Assistant may undertake to contribute to Guardian Group's success.

❓ Key Questions to Ask During Interview

• What are the most challenging aspects of this role, and how can I best prepare to overcome them?
• How does this role contribute to the overall success of the Insurance Operations department and Guardian Group as a whole?
• What opportunities are there for professional development and growth within this role and the organization?
• How does Guardian Group support work-life balance for its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: Asking thoughtful and insightful questions during the interview demonstrates your interest in the role and commitment to success.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Guardian Group careers portal
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
• Prepare for the interview by researching Guardian Group's products, services, and industry trends
• If selected for the final round, be prepared to provide examples of your problem-solving skills, attention to detail, and ability to work under pressure
• Follow up with the Hiring Manager one week after your interview to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.