Manage the end-to-end processing of new insurance business applications, ensuring all documentation is complete, accurate, and submitted within established timelines
Produce customized insurance proposals and benefit illustrations to support the sales and advisory process.
Track application status closely by coordinating with insurers, underwriters, and internal stakeholders to facilitate smooth policy issuance.
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Manage the end-to-end processing of new insurance business applications, ensuring all documentation is complete, accurate, and submitted within established timelines
Produce customized insurance proposals and benefit illustrations to support the sales and advisory process.
Track application status closely by coordinating with insurers, underwriters, and internal stakeholders to facilitate smooth policy issuance.
...
To liaise with and manage client requests on a daily basis; which includes taking client briefs, gathering project requirements, compiling project materials that are required for the successful execution of the client’s project, sending project / job updates to the client via email or via a telephone call and to follow up on items that require client feedback
To manage & monitor incoming tasks that are requested by the client
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