Sales Admin Executive - Corporate
Current• Support the corporate team to manage any requests from the broker and keep the corporate account portfolio updated.• Indexing all KYC documents, contracts, and communications on the system • Collect and verify KYC documents for all corporate accounts including the subgroups by contact the broker and direct clients to obtain the requested documents.• Responsible for building the contracts for the renewing groups and make sure that contracts match the FRA guidelines.• Extract monthly claims reports and breakdowns monthly.• Analysing claims reports and presenting it to the brokers and clients.• Put follow up strategy in place with brokers and direct clients to ensure account management tasks are fulfilled.• Following up on renewal activity with the brokers and clients on behalf of account managers.