Renewal preparations & RenewalsAmendmentsCorrespondence to broker/clientsCancellations and restore of policiesNew BusinessQuotes

Typing, Processing of New Business, Requesting all outstanding medicals for new business applications, Liaising with Insurance Companies, Liaising with clients, telephone queries, Processing all loans, surrenders, maturities and cancellations, Requesting policy information, Processing any alterations to policies e.g. change of beneficiaries, cancellation and alteration of banking details, follow up on return debits and keeping date base up to date.

Responsible for planning, compiling and managing day and week schedules, including travel itineraries.Handle telephone calls and enquiries for the Directorate.Provide secretarial support to the Chief Director.Collate and ensure agendas and documentation for meetings are submitted well in advance.Establish and maintain procedures and processes to support the smooth functioning of the Directorate