Insurance Coordinator

Coordination Responsibilities

• Act as an all-around coordinator, ensuring smooth communication and workflow between clients, account officers (AO), and other relevant parties.
• Maintain organized records and documentation for efficient processing of requests and transactions.

Client Communication & Support

• Group Chat (GC) Assistance: Monitor and respond to client inquiries in designated group chats, providing timely updates and addressing concerns.
• Phone Calls: Handle incoming and outgoing calls to assist clients with inquiries, policy details, claims, and other concerns.
• Client Communication: Ensure clear and professional communication with clients regarding policy issuance, claims assistance, and banking-related matters.

Policy Issuance & Claims Processing

• Issue Insurance Policies: Process and release insurance policies based on approved quotations...