Provide customer service to clients on the general enquiries pertaining to clients’ policies;
Create and modify client/agent codes and updating of clients’ information in the system;
Process and issue policies /endorsements;
Check all policies and endorsements processed;
Prepare cover letters to attach to policies for dispatch to clients;
Prepare draft policy clauses and endorsements;
Responsible for ensuring the accuracy of renewal notices, claims statistics and summary of insurance for review;
Sort renewal notices and extract policy files for renewals due, prepare claims statistics and summary of insurance;
Support the maintenance of an effective policy and/or document filing system by ensuring the proper filing endorsement copies faxed by clients are being filed together with office copy;
Ensure policy jacket’s accuracy and sufficient stocks are in place;
Other d...
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