Responsibilities
- Perform administrative tasks related to marketing activities to support the agents
- Follow up with agents on the necessary outstanding documents for processing of claims.
- Attend to all agent enquiries i.e. claims and marketing related issues
- Follow up with MU/agents for submission and ensure no outstanding cover notes
- Monitor and remind agents on CBC submission and outstanding collections
- Issue quotation for agents
- Review and sort out renewal notices
- Sort and dispatch all policies, endorsements, renewal notices, policies and etc to agents
- Brief agents on usage of e-cover notes
- Perform system approval for both Financial Link and e-cover
- To monitor CPD hours requirement of agents
- To release cover notes and issue cases which exceed agents limit
- Any other duties as may be assigned by the Branch