Join Our Team! - Insurance Portfolio Management Assistant

Patrons Agency is seeking a highly organized and detail-oriented Portfolio Management Assistant to join our team in Zalka. As a key member of our team, you will play a crucial role in managing our portfolio, ensuring timely collections, and maintaining strong relationships with clients and stakeholders.

Job Responsibilities:

- Prepare and analyze collections reports to identify trends and areas for improvement

- Manage the administrative aspects of our portfolio, including client data and policy maintenance

- Conduct regular follow-ups with clients to ensure timely payment of dues

- Organize and maintain accurate records of client policies and reports

- Collaborate with various departments to ensure seamless portfolio management

- Coordinate with stakeholders to resolve any issues or concerns

Requirements:

- Strong analytical and problem-solving skills, with the ability to work under pressure and meet deadlines

- Advanced Excel skills, with experience in data analysis and reporting

- At least 3 years of experience in administrative and portfolio management roles

- Bachelor’s degree in business management or a related field

- Excellent interpersonal skills, with the ability to build strong relationships with clients and stakeholders

- Strong communication and organizational skills, with attention to detail and accuracy

Working Hours:

Monday to Friday, 9:00 AM to 4:00 PM

What We Offer:

- A dynamic and supportive work environment

- Opportunities for professional growth and development

- Competitive salary and benefits package

If you are a motivated and detail-oriented individual with a passion for portfolio management, we encourage you to apply for this exciting opportunity!