- To provide expert sales and advisory services to clients, ensuring they obtain appropriate travel insurance coverage tailored to their needs. - To maintain accurate client records and assist with policy issuance, amendments, and customer verifications while offering exceptional support.

Travel Administrative Assistant – Job Advert

We are seeking a detail-oriented and customer-focused Travel Administrative Assistant to join our team. In this role, you will be responsible for advising clients on travel insurance products, assessing their needs, and facilitating policy sales. You will handle the full sales process — from quoting premiums and issuing policies to managing amendments and client records. 

Duties and Accountabilities: 

Client Administration

• Recording client details and other relevant information, such as addresses and contact numbers
• Work with partners: Coordinate with travel agencies.

• Amend policies: Assist with policy changes (e.g., date changes, destination updates etc).
• To issue travel insurance policies: by Completing application forms, gather required documents, and process insurance paperwork.
• Update records: Maintain accurate client data, policy details, and renewal schedules.
• Conducting customer verifications (KYC).

 Customer Care

• Sell policies: Facilitate the purchase of travel insurance, either individually or as part of a package (e.g., via travel agencies or airlines).
• Assess client needs: Ask questions to understand travel plans, destination, activities, and potential risks to recommend suitable coverage.
• Explain coverage options: Inform clients about different travel insurance products
• Quote premiums: Provide cost estimates based on client profiles and chosen policies.
• Answer inquiries: Respond to questions about coverage, claims process, and exclusions.