Responsibilities include:

• Review and manage existing insurance policies of our clients, ensuring all updates and ongoing management are conducted efficiently. 

• Verify client-requested alterations to their insurance policies, ensuring accuracy and compliance with requirements. 

• Execute any policy changes requested by clients, such as adjustments to covers, premium structures, or other modifications, in collaboration with insurers and internal teams. 

• Collaborate with clients to address inquiries related to their current policies, providing clear guidance and support. 

• Verify the accuracy of policy details and ensure all necessary documents are up to date. 

• Save and organise policy documents and schedules in the company’s database for efficient access and future reference. 

• Conduct quality checks on in-force policies to minimise errors or discrepancies. 

• Ensure any policy amendments, such as revised terms or policy updates, are communicated promptly to clients. 

• Monitor ongoing commissions, ensuring accuracy and receipt. 

• Maintain well-organised records for ongoing policy management, updates, and client communications.