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Job Description

  • Oversee the administration of insurance policies, including renewals and updates.
  • Assist clients with filing claims and ensure all documentation is complete and accurate.
  • Serve as the primary point of contact for clients, answering questions and providing information about their policies.
  • Maintain accurate client records and ensure that all information is up to date in the insurance management system.
  • Ensure adherence to regulatory requirements and company policies.
  • Assist in training new staff and provide ongoing support for existing team members.
  • Maintain accurate financial records, including ledgers, accounts, and financial statements.
  • Generate regular financial reports, including profit and loss statements, balance sheets, and cash flow statements for management.
  • Coordinate with the accounts in broker for daily basis sales revenue.
  • Ability to spot errors and discrepancies in financial documents.
  • Familiarity with accounting software (e.g., QuickBooks, SAP, or Oracle) and advanced Excel skills.
  • Ability to identify issues and propose effective solutions.