Client Relationship Assistant / Broker Support

The Client Relationship Assistant will principally assist the Brokers in their daily duties. He/She will need to build and maintain business relationships with the company clients and insurers, ensuring that they receive the customised service they need.

•  Extract, update, and maintain monthly renewal lists from OASIS.
• Conduct preliminary compliance checks to ensure all renewal files are complete and up to date.
• Follow up with clients to obtain outstanding KYC documents and other required information.
• Prepare and pre-fill renewal documentation and ensure readiness ahead of deadlines.
• Review policy documents for accuracy and liaise with insurers to correct any discrepancies.
• Track, organise, and file all documents on OASIS in a timely and structured manner.
• Issue cover notes (via OASIS or manually) and send them to clients along with related documentation.
• Generate invoices and ensure they are issued together with the cover notes.
• Send policy documents to clients and follow up with insurers for outstanding items, including endorsements and signed placing slips.
• Monitor and record turnaround times for receiving signed placing slips and policy documents from insurers.
• Respond to client queries related to invoices, statements of account, policy documents, and cover notes.
• Liaise with internal teams (Compliance, Accounts, Claims) to support smooth processing and adherence to internal standards.
• Complete and close transactions on OASIS accurately and within required timelines.
• Assist with the preparation of internal reports, presentations, summaries, and support special projects as assigned.