Broking Support - SG and UK (PFS0001)

DUTIES AND RESPONSIBILITIES

As a team member, you will be responsible for the following:

• Internal Filing System: Maintain and update client records; organize digital files for easy retrieval and compliance.

• Document Management: Save invoices and related documents into the Document Management System in accordance with company protocols.

• Email Management: Manage incoming and outgoing communications to ensure timely responses and proper documentation.

• Pre-Renewal Coordination: Allocate renewal tasks and issue pre-renewal templates, emails, and schedules.

• Renewal Processing: Obtain renewal terms highlighting changes and claims history.

• Quoting: Source comparative quotes using current client data and claim history.

• Debtor Management: Retrieve debtor reports and send statement reminders.

• Claims Tracking: Monitor and manage claims within the CRM system, ensuring accurate and up-to-date records.

QUALIFICATIONS

• At least 3 years of SG and/or UK Insurance field experience

• Experience in using CRMs related to insurance, or any other relevant platforms.

• Strong organisational, project management, and problem-solving skills with impeccable multi-tasking abilities.

• Proactive as a team member.

• Ability to follow process and work independently.

• Communicate progress and/or report issues.