Responsibilities
Act as the primary point of contact for intermediaries, handling enquiries relating to quotations, policy administration, endorsements, renewals, premium calculations, and general servicing matters.
Liaise with internal stakeholders and prepare detailed instructions for policy processing and administrative support functions.
Calculate and advise on premium adjustments, extensions, and other policy-related changes as required.
Monitor and follow up on outstanding documentation, renewal instructions, declarations, and policy requirements.
Review policies and renewals issued on amended or revised terms and coordinate necessary follow-up actions.
Generate and prepare reports to support underwriting and portfolio management activities.
Assist with the preparation and administration of bond-related documentation and approvals.
Coordinate the collection and issuance of policy and bond documents with intermediaries and clients.
Review supporting documentation to ensure accuracy, completeness, and proper execution.
Support policy issuance and servicing enquiries from internal departments.
Undertake additional duties and projects as assigned by management.
Requirements
Diploma or Degree in Insurance, Business, Finance, or a related discipline.
Professional insurance qualifications (e.g., CGI or equivalent) will be an advantage.
Proficient in Microsoft Office applications, particularly Excel and Word.
Strong interpersonal and communication skills with the ability to build relationships with external partners and internal stakeholders.
Keen interest in developing technical insurance knowledge and learning new skills.
Able to manage multiple priorities and work effectively in a fast-paced environment.
Self-motivated, adaptable, and proactive with a strong attention to detail.
Team-oriented mindset with a customer-focused approach.
Preferred qualifications
Experience in general insurance operations, underwriting support, policy administration, broker servicing, or related insurance functions would be advantageous.
Familiarity with commercial lines, bonds, or policy servicing processes is beneficial.
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