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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Key Responsibilities
- New business to be activated on system, within 1 day, following approval from the Insurer/Binder Manager.
- Ensure all Compliance Documents are on file, if not, query must be created in Diary and referred to Line Manager.
- New Business sent to insured within 31 days of inception. New Business must include policy schedule, disclosure notice, policy wording and compliance documents signed by policyholder.
- Send out renewal listing to broker/s 3 months in advance.
- Prepare/Request Terms from Insurers 60 days prior to renewal date.
- Renewal schedules are to be sent to policy holder 31 days prior to renewal date. Inclusive of disclosure notice, policy wording and adjustments made to the policy.
- Phone the insured prior to the forthcoming renewal's debit order collection cut off. Broker Renewals: ensure renewal meeting diary entry in broker's Flexi diary 60 days in advance.
- Ensure curren...