Job Description
Job Description
- Managed policy servicing tasks including premium notices, renewals, and ensuring timely payments to maintain active coverage.
- Liaised with insurers, hospitals, and clinics to follow up on claims and support prompt processing and resolution.
- Prepared and submitted insurance and investment-related documentation, ensuring accuracy and compliance.
- Compiled and organised policy and investment documents for client review and advisory meetings.
- Handled client inquiries via calls and emails, escalating complex issues to supervisors or account managers when required.
- Performed general administrative duties including updating client records (CKA), tracking monthly expenses, mailing documents, and supporting ad hoc tasks.
- Minimum 2 years of experience.
- Candidates with experience supporting insurance agents will also be considered.
- Proficiency in Mandari...