Duties and Responsibilities

• Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
• Filing of Documents (Paperless) into Database.
• Updating and Maintaining client details.
• Prepare client letter templates
• Arrange Insurance Quotations using online systems
• Preparation of insurance schedules and policy renewals
• Claims Management in CRM
• Email Management
• Email marketing campaigns

Qualifications

• Detail oriented
• Strong organisational, project management and problem-solving skills with implacable multi-tasking abilities
• Ability to follow process and work independently
• Communicate progress and/or report issues.
• Insurance experience would be beneficial.