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PIB Group Linkedin · Posted 1mo ago

Support Associate

Vadodara

Linkedin
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Indexed description

  • Assist Account Executives to contribute to growth and development of the company

with allocation of renewal clients

  • Provision of quotations as requested by executive
  • Renewal procedures to be followed per Group Broking Procedures provided
  • Group accounts procedures and queries to be complied with
  • Post processing within timescales, Group Broking procedures and to company standards
  • Updating Acturis as per client’s policy and risk.
  • Intelligent labelling of system entries
  • Carrying out due diligence on each case prior to renewal. Resolving any adverse info found prior to renewal.
  • Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
  • Documentation checking prior to account executive signing off prior to subsequent issue
  • File maintenance – general housekeeping of all records
  • Contribution to overall efficient running of PIB
  • Open communication and liaison with all other departments within PIB
  • Diary / Tasks - accurate use and maintenance
  • Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
  • Constant communication on file progress between you and the relevant Executive
  • Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required.
  • Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA
  • Other duties as and when required.
  • Making sure any Mid Term Adjustment is processed in timely manner.
  • Obtaining quotes from the market via presentation.
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