Correspond with clients, sales officers, and other distribution channels to obtain the required information for risk assessment and evaluation process.
Generate the quotation as per the guideline and follow up with potential customer to material into premium income.
Insure to compliance with SOP and company insurance guideline.
Coordination with other functional departments as and when required to conclude the transactions and/or pending matters.
Coordinate and correspond with potential clients to understand their need and respond them accordingly on timely manner.
Policy document Issuance as per TAT and update to line Manager on daily basis.
Prepare and generate summarize reports
Prepare the presentation on fortnightly basis.
Coordinate with lead insurers in arranging the Co-insurance documents and entered into the IMS on timely manner.