Assist in business support and operational matters such as issuing policy contracts, invoices, credit notes, endorsements, statements of accounts and other related documents.
Assist in generating reports required for sales management purposes.
Assist in premium reconciliation and collection-related matters.
Support the broking team in achieving sales targets as part of a group effort.
Assist in processing broker applications and resolving issues related to applications or renewals.
Monitor broker accounts to ensure payments are received and collections are up to date.
Assist in tracking renewal business and providing support where necessary.
Ensure policies and endorsements are issued on time and in accordance with guidelines.
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