Administrative Support:1. Assist with the daily administrative functions related to insurance documentation and client servicing.2. Manage client databases, ensuring all records are up-to-date and compliant with internal and regulatory standards.3. Prepare and process application forms.4. Coordinate with internal departments for new application, renewal and servicing needs.5. Coordinate with the client to arrange for medical checks as and when needed during new application process.6. Support the Manager in providing timely update and management report on business and pipeline.High-Value Client Servicing:Work in conjunction with the Manager and back-office servicing team to offer client servicing to high-value clients, providing personalized support and addressing their needs promptly and efficiently.Coordination and Communication:1. Liaise between clients and internal teams (new business, servicing and finance) to ensure seamless communication and timely resolution of issues if any.2. Assist with the coordination of policy renewals, endorsements, and amendments, ensuring all necessary documents are provided on time.3. Draft professional correspondence, reports, and summaries for clients and internal teams.Compliance and Reporting:Ensure that all client interactions and documentation comply with company policies and regulatory requirements.

Managing individual medical new business and renewal enquiries of direct clients and of the Advisors.Coordinate with Advisors or clients to gather necessary information for policy placement.Ensure all new business submissions are complete, accurate, and meet underwriting guidelines.Getting competitive rates for the clients from different insurance providers.Monitor and track new business submissions to ensure timely processing.Being the point of contact between our Advisors and underwriters and helping them resolve all issues relating to rate negotiations, policy issuance & claims settlement.Timely escalation of issues if any with the reporting manager and insurers for resolution.Regularly keeping abreast of local market developments and acting on them so as to safeguard and enhance the interests of company and our clients.Liaising with the insurance providers regularly for maintaining and enhancing the relationships.

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 aboveLiaise 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