Job Purpose:

The Operations Assistant processes new businesses, renewal, endorsement as per instructions received from broking staff to ensure that monthly targets are met according to deadline set.

He/ She also conducts quality check on documents received from the Insurers and process the invoice accordingly.

Main duties

Customer Service

• Issuance of placing slips to send to insurers
• Build trust with departments and insurers through open communication.
• Make proper follow-ups of client’s files.

Administration

• Update and process new and existing insurance policies accurately and on time
• Review, verify, and maintain detailed records and data across systems.
• Prepare and manage documents, invoices, and communication with insurers.
• Ensure timely follow-ups, policy verification, and delivery of documents to clients.