Responsibilities include but are not restricted to:

• New business application processing
• Handling Servicing requests on In-Force policies

1. Transfer of Agency
2. Addition/Change of payor
3. Client personal details update (name change, contact details)
4. Premium overdue reports
5. Renewal notifications
6. Credit decline reports
7. Methods of Payment change/update
8. Premium allocations
9. Premium Change
10. Holidays and Decrease
11. Beneficiary Nominations
12. Transfer of policy ownership
13. Surrender, Partial withdrawals & Maturity
14. Reinstatements
15. Online portal access support
16. Valuations
17. Quotes
18. Handling emails and phone calls related to the above

• Liaise 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