Underwriting new businesses
Holding renewal meeting with clients
Proofreading and signing letters to clients and insurers
Calculating premium due to insurers and our commission as a broker
Apportioning proportion of new business to insurers
Keep-up-to-date financial records of clients
Liaise with the account department to determine the company`s financial position weekly.
Develops and revise of course materials
Compilation of participant`s data before training/seminars
Coordinating training/seminar plan and budgets
Registration of participant
Presentation of introductory speech at training/seminars.
Records of new businesses
Records of new claims
Preparing and sending debit notes to clients
Preparing and sending renewal notice to clients