the Client services, relationship management and policy holder maintenance teams to ensure that all additions communication must be distributed and the policy holder's policy should be lapsed Process premium refunds Process re-instatement for payments received Process Policy reconciliation requests Reconcile payments received Authorisation of banking detail amendments for policy holders / payers Collate and analyze account data
the Client services, relationship management and policy holder maintenance teams to ensure that all additions communication must be distributed and the policy holder's policy should be lapsed Process premium refunds Process re-instatement for payments received Process Policy reconciliation requests Reconcile payments received Authorisation of banking detail amendments for policy holders / payers Collate and analyze account data
file reviews in accordance with the Companies policies and procedures
Logging actions as and when file reviews in accordance with the companies policies and procedures
Completing 1 per week
Prepare weekly payment batches. Update insurance policy on new assets purchased and manage insurance claims
reviewing files as and when required as per our policy. Record all client financial transactions, this
weekly payment batches.
Prepare weekly payment batches. Update insurance policy on new assets purchased and manage insurance claims