Join Our Team
We are not commodities—we are people. Just as we search for purpose in life, we should find meaning in work. Our leadership believes in the power of purpose, ideas, and commitment. As you contribute your time, talent, and solutions, you’ll see the impact you make at Sheppard. If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.
Account Executive
Term: Permanent/ Full-Time
Description
The incumbent is required to attract new business and provide administrative support to clients. Depending on assigned work tasks, the incumbent may be required to perform some, or the full range of duties outlined.
Salary
Competitive salary and benefits package.
Duties
Client Administration
(1) Coordinates and executes all administrative and service delivery activities for personally on-boarded or assigned clients including but not limited to- sourcing quotations, client onboarding, invoicing, renewals, premium payment, policy delivery, claims processing and any additional insurance relatedtasks. (2) Sources, collates and prepares all required client information (ensuring accuracy and timeliness) to meet internal & regulatory standards. (3) Creates and maintains client profiles and transactions in relevant databases/ applications. Following up when necessary. (4) Addresses all clients’ queries, troubleshooting problems or escalating where necessary. (5) Conducts routine audits on internal processes and reporting to ensure adherence with internal standards. (6) Ensures full compliance with all internal processes including accurate and timely maintenance of CRM records. (7) Develops a working relationship with all functions within the Group to improve client service and increase cross-selling opportunities.(8) Prepares ad-hoc documents and reports as needed.Sales & Advisory(9) Scans the environment to identify potential business opportunities. (10) Manages the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline, using effective strategies to qualify and convert business opportunities into clients. (11) Researches (re)insurance companies’ policies and negotiating with (re)insurers to find the most suitable (re)insurance for clients at the best price.(12) Nurtures relationships with existing clients through touch points such as calls, emails and face to face meetings. (13) Performs other related duties as may be required.
Minimum Requirements
Training as evidenced by the possession of an Undergraduate Degree from a recognized University in Insurance & Risk Management, Economics, Finance, Management or in a related field or equivalent Insurance related qualification (CII, LOMA etc). Minimum of five (5) years’ prior work experience in an insurance sales or sales- oriented industry. State Licensing in General and/or Long-Term Insurance.
Fill out the Application Form below and submit with your resume to recruitment@sheppard.tt
Compliance Audit Officer
Term: Full-Time
Description
The incumbent is responsible for conducting operational and financial reviews of the processes within the Sheppard Group while relying on established methods, principles, concepts, and procedures. He or she will be required to collect and analyse data to detect deficient controls, duplicated effort, fraud or noncompliance with laws, regulations, and management policies and propose remedies for identified risks. This includes monitoring, testing, and reporting on the Group’s risk management, governance, and internal control processes to assess operating efficiency.
Salary
Competitive salary and benefits package.
Knowledge, Skills, Abilities
Ability to foster a spirit of teamwork and unity that allows for disagreement over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, supportiveness, and working effectively together to enable each employee and the department to success. Ability to exercise tact and diplomacy in the performance of duties. Ability to exercise good judgment in a variety of situations. Ability to communicate effectively both orally and in writing. Ability to maintain a realistic balance among multiple priorities. Ability to quickly interpret information and present arguments in a clear and reasoned way. Ability to work under pressure at times and be adaptable to various competing demands while demonstrating the highest level of customer/client service and response. Ability to work effectively both independently and as part of a team. Ability to handle confidential information with discretion.
Minimum Requirements
Undergraduate degree from an accredited institution in Accounting, Finance, Business Management, or a related field. Minimum of two (2) years’ work experience in auditing, compliance, quality assurance, or risk management. Prior work experience in auditing or related certifications would be considered an asset.
Fill out the Application Form below and submit with your resume to recruitment@sheppard.tt
Accounting Assistant
Term: Full-time
Description
The incumbent is required to support the accounting function for the Sheppard Group. Duties include but not limited to: providing financial information to management; preparing and analysing accounting data, preparing financial reports, ensuring consistent application of the relevant accounting practices and procedures in the accounting law, Regulatory Authorities and International Accounting Bodies.
Salary
Competitive salary and benefits package.
Duties
Develops and/or maintains electronic database of all Client Accounts and Vendor invoices on the Quickbooks platform, which includes entering data for the establishment of New Accounts, scanning, and uploading invoices for the Group of companies. Maintains a variety of records, files, and logs, preparing new file folders according to established guidelines. Prepare invoices and cheques as required. Performs Bank Reconciliations for the Group. Prepares and maintain monthly accounting schedules for the Group. Liaises and provides support to the audit function during annual audit activities. Provides support to ensure all Regulatory and Statutory deadlines are met. Prepares special and periodic reports, which require the selection, compilation and arrangement of factual data taken from the system and other data available within the office. Liaises with external stakeholders on matters assigned. Performs other related duties as may be required.
Knowledge, Skills, Abilities
Knowledge of modern office practices and procedures. · Knowledge of the operation of standard office machines and equipment. · Ability to exercise good judgment in a variety of situations, · Ability to communicate effectively both orally and in writing. · Ability to maintain a realistic balance among multiple priorities. · Ability to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. · Ability to work effectively both independently and as part of a team. · Ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response. · Basic Proficiency in Microsoft Office Suite.
Minimum Requirements
Training as evidenced by the possession of a tertiary level Advanced Diploma or Certificate in Business Administration/ Association of Business Executives (ABE); or equivalent level certification from a recognised institution in a related field. Possession of an Associate’s Degree or higher would be considered an asset; Minimum of one (1) year prior work experience in administration.
Fill out the Application Form below and submit with your resume to recruitment@sheppard.ttApplication Form
Insurance Sales Representative: Independent Contractor
Term: Contract
Description
The incumbent is required to promote the brokerage and attract new clients by offering a comprehensive suite of insurance related services to meet individual as well as institutional client needs.
Salary
Competitive salary and benefits package.
Qualifications
Training as evidenced by Insurance qualifications or an Undergraduate Degree from a recognized University. State Licensing in General and/or Long-Term Insurance. Must have a working laptop or Tablet. Must own or have access to a reliable vehicle.
Experience
Minimum of three (3) years’ prior sales experience in the insurance industry.
Fill out the Application Form below and submit with your resume to recruitment@sheppard.tt.