Opportunity Description
Responsibilities
Process and activate new business within agreed service levels following insurer approval
Ensure all compliance and policy documentation is complete, accurate, and maintained on file
Issue new business documentation, policy schedules, disclosure notices, and policy wordings within required timeframes
Manage policy renewals, including obtaining insurer terms, preparing renewal schedules, and communicating with brokers and policyholders
Maintain accurate records, including Letters of Appointment and Debit Order Authorities
Process policy amendments within agreed turnaround times and acknowledge client instructions promptly
Liaise with brokers, policyholders, and insurers to ensure efficient policy administration and service delivery
Adhere to company procedures relating to renewals, amendments, and policy cancellations
Requirements
RE5 qua...
Full-time
Financial Specialists