Job Description

General

• Obtain relevant information to draft proposals to clients
• Attain various quotations from the providers
• Attend appointment with broker to offer products, assist with queries and give specialist insights and advice on types of benefits in the market
• Submission of application for new business
• Ensuring inception of the policy once documentation has been submitted
• Liaison between the client and provider

Monthly billing

• Obtain monthly billing well in advance
• Ensure that amendments are noted on billing (The amendment instructions will come from the employer - this could be withdrawals or additions to the scheme)
• If billing is in order - communicate billing to employer
• Once employer approves billing or once the amendments have been noted on billing, submit for processing.
• Make sure Statement of Account is issued with the amendments if applicable
• Email the Statement of Account to the employer for their records

Annual Reviews

• Once rate review is received - check the rates
• Rates to be discussed with manager and advisor
• If all happy, forward to employer for signature
• Submit the signed rate renewal to insurance company for processing.
• Obtain rate renewal endorsement documents and forward to employer

Withdrawals

• One receipt of instruction, submit withdrawal to insurance company
• Keep in follow upon as there might be requirements
• Keep employer informed at all times
• Send confirmation to employer once withdrawal is finalized.
• Make sure the next months billing is adjusted

Claims

• One receipt of instruction, submit claim to insurance company
• Keep in follow upon as there might be requirements
• Keep the employer informed at all times.
• Send confirmation to employer once claim is finalized.
• Make sure the next months billing is adjusted - if it was a death claim

Please consider your application unsuccessful if you have not received a response within two weeks of applying

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