1. Email & Coordination:
Monitor underwriting and claims emails, coordinate with internal teams and respond promptly.
2. Policy Processing:
Review policy declarations and quotations, and assist in policy/certificate issuance as per underwriting guidelines.
3. Claims Support:
Assist in claims handling by reviewing documents, following up on pending items, and supporting communication/escalations.
4. Data Management:
Maintain accurate insurance registers and operational records for reporting and compliance.
5. Reporting & Analysis:
Analyze policy declarations and prepare basic reports to support underwriting decisions.
6. AI Tools Usage:
Use AI tools optimally to support daily tasks and improve efficiency in communication and operations.