Responsibilities:
Process annual policy refunds within a stipulated time
Update client, broker, and underwriter records on CRM system
Perform premium, policy, and cover checks in support of claims and underwriting
Manage agent allocations, banking details, pro-rata calculations, fees, and policy data
Prepare, balance, and distribute insurer and special bordereaux
Prepare and process claim payment instructions and bank files
Monitor claim payment accounts and assist with account top-ups
Support monthly close-off activities, including reinstatements and premium allocations
Maintain accurate diaries, reconciliations, and system records
Ensure all correspondence and documentation are correctly filed and scanned on the CRM system
Liaise with internal departments, insurers, brokers, and finance teams
Assist with audit queries and complian...