Here at Cover Desk we have one priority: helping independent insurance agencies grow, thrive and innovate in the 21st century. We do this by offering your insurance agency access to highly educated virtual assistants located in the Philippines. Cover Desk offers the administrative help you need without killing your budget.
The Role
You Will Be Responsible For
- Working closely with the front office, clients and internal stakeholders to ensure accurate trade capture, manage risks and deliver excellent client servicing.
- Booking of trades and ensuring accuracy of positions.
- Ensuring all trades are booked correctly and liaising with the front office or clients to address any discrepancies in a timely manner.
- Reconciling present value of trades between the front office and middle office at the end of each day and accounting for all daily outstanding and unprocessed trades.
- Ensuring compliance with and enhancing control processes around trade booking, verification and reconciliation.
- Ensuring compliance with regulatory guidelines.
Ideal Profile
- You should have a high school qualification or equivalent.
- You must have excellent English communication skills
- You must be able to work in a fast-paced environment
- You have proven experience in the BPO industry or other related job positions of at least 1-3 years
- You have strong Microsoft Office skills (Outlook, Excel, Word, etc.)
What's on Offer
- Office Based Virtaul Assiatnt
