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Portfolio Service Leader
2 weeks ago
- Service a portfolio of clients and new prospects, working closely with the Leader to ensure efficient and professional client-facing activities.
- Analyze client documents, identify scope of cover required, and ensure existing cover is adequate.
- Ensure all documentation is properly filed, quotations are accurate, and billings are complete before releasing to insurers and clients/prospects.
- Respond timely to complex enquiries and follow-up with insurers on policy documents.
The successful candidate will be responsible for ensuring full compliance with company policies and local insurance regulatory requirements at all times.