Job Description
Responsibilities include but are not restricted to:
- New business application processing
- Handling Servicing requests on In-Force policies
- Transfer of Agency
- Addition/Change of payor
- Client personal details update (name change, contact details)
- Premium overdue reports
- Renewal notifications
- Credit decline reports
- Methods of Payment change/update
- Premium allocations
- Premium Change
- Holidays and Decrease
- Beneficiary Nominations
- Transfer of policy ownership
- Surrender, Partial withdrawals & Maturity
- Reinstatements
- Online portal access support
- Valuations
- Quotes
- Handling emails and phone calls related to the above
- Liaise with the providers and follow up on open requests
- Working with internal teams for AML clearance and new/transferred clients onboarding
- Supporting team members in day-to-day activities
