Vacancy Description
- Act as the primary day-to-day contact between the company and the bank's accredited broker for retail policy issuance
- Receive, review, and endorse policy applications and requirements from branches; ensure completeness and accuracy before submission
- Maintain turnaround-time standards for issuance and proactively communicate status to the broker, branch, and client
- Coordinate endorsements, renewals, and cancellations with the broker and internal operations teams
- Join bank Relationship Managers in client meetings to present insurance solutions, explain coverage, and support closing
- Prepare proposals, quotations, and benefit comparisons tailored to the client's needs ahead of meetings
- Handle client questions on coverage, exclusions, claims process, and payment options with clarity and warmth
- Support after-sales servicing for banca clients: policy delivery, endorsement requests, and claims assistance referrals
- Build ...
- Receive, review, and endorse policy applications and requirements from branches; ensure completeness and accuracy before submission
- Maintain turnaround-time standards for issuance and proactively communicate status to the broker, branch, and client
- Coordinate endorsements, renewals, and cancellations with the broker and internal operations teams
- Join bank Relationship Managers in client meetings to present insurance solutions, explain coverage, and support closing
- Prepare proposals, quotations, and benefit comparisons tailored to the client's needs ahead of meetings
- Handle client questions on coverage, exclusions, claims process, and payment options with clarity and warmth
- Support after-sales servicing for banca clients: policy delivery, endorsement requests, and claims assistance referrals
- Build ...
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