Sales Support Assistant

About the role

Guardian Life of the Caribbean Limited is seeking a detail‑oriented Sales Support Assistant to provide administrative backing to the sales force, unit managers and branch manager. The role ensures smooth processing of new applications, accurate record‑keeping, and timely follow‑up with agents to maintain high levels of customer service.

Key responsibilities

• Verify completeness of new applications, ensure supporting documents and legible IDs are attached, and return incomplete files for correction.
• Update the Ingenium system with corrections and follow up on outstanding requirements with agents.
• Receive, record, and forward first‑premium receipts to the RSC while monitoring daily cash limits.
• Enter application data into the Phoenix system and maintain related spreadsheets.
• Manage pending new‑business cases, prepare pending reports, and monitor lapse control listings.
• Scan, classify, and distribute documents (applications, increments, acknowledgements, reinstatements) to relevant departments.
• Produce weekly production reports for agents and compile branch reports for head‑office circulation.
• Handle incoming mail, distribute policy contracts, and draft correspondence as needed.

Required profile

• Strong attention to detail and ability to work accurately under tight deadlines.
• Excellent customer‑service orientation and communication skills.
• Proactive approach to follow‑up and problem‑solving.
• Organised and capable of handling multiple administrative tasks simultaneously.

Required skills

• Proficiency with the Ingenium application system.
• Experience using the Phoenix processing platform.
• Ability to scan, classify, and manage electronic documents.
• Competence in maintaining spreadsheets and generating reports.