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.
