Role & Responsibilities
Manage insurance policy documentation, renewals, endorsements and client records.
Coordinate with insurance companies for quotations, policy issuance and follow-ups.
Prepare premium comparison statements, Excel reports and MIS trackers.
Assist with claims documentation, status tracking and client servicing.
Maintain organised records of clients, policies, prospects and pending tasks.
Make outbound cold calls to prospective corporate clients during available time to generate leads and schedule business meetings.
Maintain lead trackers and follow up with prospective clients.
Requirements
Graduate in any discipline.
Experience in general insurance or insurance broking preferred.
Good working knowledge of MS Excel, Word and email.
Strong communication, coordination and organisational skills.
Attention to detail, a proactive attitude and willingness to learn.