Duties and Responsibilities:
- Processing Insurance Policies for renewal
- Create client folder on a needs basis including setting up Letter of Engagements, etc.
- Update necessary information in Insight
- Add necessary documents needed by AR (policy schedule, draft letter, draft email)
- Renew policies accordingly
- Process quotation upon request
- Sending closings to Insurer
- Sending out PRE-Renewal email notifications/requirements to clients and remind them of their incoming policy renewal dates
- Sending out Follow up emails to clients for Professional Indemnity Policy Renewal requirements
- Monthly Risk Report
- General emails inbox management
- Filing New Business folder
- Apply correct charges, fees & discounts for electronic policy renewals
- Approving Premium Funding for Policies
- Processing Policy Cancellations/Laps Requests
- File Review Monitoring through Excel
- Sending Out Pre-Renewal Emails/Letters/Correspondence
- Monitoring complete status of the whole Policy List
- Sending out follow up emails to clients for Professional Indemnity Policy Renewal requirements
- Sending out Certificate of Currencies (COC) to clients once their policy payments has reflected in Insight
- Database Filing
- Uploading the Policy Claim email communications from our Outlook general inbox to each policy in Insight/Sharepoint
- Actioning Premium Funding Welcome Letters & Updating Insight and sending to account manager
- Debtors report/sending payment reminders to clients / assisting with queries
- Phone call reception - accepting phone calls as they arrive "first port of call" and either distributing them to KB or DP or taking note and attending to request
Qualifications:
- Detail oriented individual
- 2-4 years of experience in virtual assistance.
- General insurance experience is very advantageous.
- Strong organisational, project management, and problem-solving skills with implacable multi-tasking abilities.
- Ability to follow process and work independently.
- Tech savvy and keen to learn new software and processes.
- Communicative with progress and/or report issues.