- Location
- IN - Vadodara - A-2 Building, India
- Type
- Full-time
- Department
- Customer Service
- Seniority
- Entry
- Source
- Workday
Description
- Assist Account Executives to contribute to growth and development of the company
with allocation of renewal clients
- Provision of quotations as requested by executive
- Renewal procedures to be followed per Group Broking Procedures provided
- Group accounts procedures and queries to be complied with
- Post processing within timescales, Group Broking procedures and to company standards
- Updating Acturis as per client’s policy and risk.
- Intelligent labelling of system entries
- Carrying out due diligence on each case prior to renewal. Resolving any adverse info found prior to renewal.
- Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
- Documentation checking prior to account executive signing off prior to subsequent issue
- File maintenance – general housekeeping of all records
- Contribution to overall efficient running of PIB
- Open communication and liaison with all other departments within PIB
- Diary / Tasks - accurate use and maintenance
- Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
- Constant communication on file progress between you and the relevant Executive
- Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required.
- Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA
- Other duties as and when required.
- Making sure any Mid Term Adjustment is processed in timely manner.
- Obtaining quotes from the market via presentation.
Skills
Housekeeping
