Insurance Specialist

About the role

We are seeking a detail-oriented and proactive Insurance Specialist to manage insurance applications, coordinate with providers, maintain client records, and handle claims processing. This role requires strong organizational skills, excellent communication, and the ability to ensure compliance with industry standards.

Key responsibilities

• Application Processing

  • Handle insurance applications both offline and through the Insure Tayo platform.
  • Ensure accuracy, completeness, and timely submission of client applications.

  2. Coordination with Insurance Companies

  • Manage accreditation with multiple insurance providers.
  • Negotiate competitive premium rates and commissions.
  • Ensure compliance with all requirements, rules, and regulations.
  • Maintain and update contracts with providers.
  • Assist insurance partners with queries and clarifications.

  3. Client Records Management

  • Collect, store, update, and retrieve client information securely.
  • Oversee policy issuance, endorsements, and cancellations.
  • Prepare Statements of Account (SOA) for each policy issued and monitor payments.
  • Track and manage policy renewals to avoid lapses.

  4. Claims Handling

  • Process and evaluate insurance claims efficiently.
  • Verify submission of all required documents by clients.
  • Collaborate with insurance providers to resolve claim-related issues.
  • Monitor and update claims reports regularly.

  Qualifications

  • Bachelor’s degree in Business, Finance, or related field.
  • 2–3 years of experience in insurance operations, client servicing, or financial services.
  • Strong knowledge of insurance processes, compliance standards, and documentation.
  • Excellent communication, negotiation, and organizational skills.
  • Proficiency in MS Office; familiarity with insurance platforms is an advantage.

  Competencies

  • Detail-oriented with strong analytical skills.
  • Ability to manage multiple tasks under pressure.
  • Professional, client-focused, and discreet.
  • Strong problem-solving and decision-making abilit

About you

• Bachelor's degree in Business Administration, Finance, or related field
• Experience in insurance coordination, administration, or related work is an advantage
• Strong negotiation and communication skills / sales
• Highly organized with attention to detail
• Proficient in MS Office and insurance platforms

Benefits

• Competitive salary package
• Opportunities for professional growth and development
• Supportive and collaborative work environment