Job Description

Key Responsibilities

  • New business to be activated on system, following approval from the Insurer / Binder Manager.

  • Ensure all Compliance documents are on file, & if not to query

  • New Business sent to insured within 31 days of inception. New business must include policy schedule, disclosure notice, policy wording & compliance docs signed by policyholder.

  • Send out renewal listing to broker

  • Prepare / Request Terms from Insurers 60 days prior to renewal date.

  • Renewal schedules are to be sent to policy holder. Inclusive of disclosure notice, policy wording and adjustments made to the policy.

  • Phone the insured prior to the forthcoming renewals debit order collection cut off. Broker Renewals: Ensure renewal meeting diary entry in brokers flexi  diary.

  • Ensure current letter of appointmen...

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