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!