Responsibilities
- Provide support on administrative tasks related to marketing activities to support the agents.
- To follow up with agents on the necessary outstanding documents for processing of policy and claims
- Attend agents’ enquiries in terms of UW, claims, finance and marketing related issues
- Follow up with MUs/agents for submission and ensure no outstanding cover notes.
- Monitor and remind agents on CBC submission and outstanding collection during absence of MUs
- Issue quotations for agents/customers
- Review and sort out renewal notices two months before expiry date i.e. to check on the referral, decline model, claims experience
- Sorting and despatch policy, endorsement. renewal notice, and etc to agents/insureds
- Guide agents on usage of e-cover system/Agency Portal
- To monitor CPD hours requirement of agents
- Project involvement such as Business Requirement Documentation (BRD) and UAT as required
- Any other tasks assigned by superior/HOD/RH