Operative Duties - Summary
1) To issue quotations for all classes of insurance.
2) To perform policy document entry for all classes of insurance.
3) To print, sort and collate documents as follows:
a) Schedules and Debit/ Credit Notes
b) Renewal Notices
c) Certificates of Insurance
d) Vehicle’s windscreen sheet
4) To do filing and dispatching.
5) To verify data into policies and endorsement system.
6) To follow-up with Sales & Marketing unit for incomplete documentation.
7) Other tasks that may assigned by Management.