Client Servicing Supervisor

Sales and Marketing/ Account Management
Follow through with Insurer on policy issuance/ endorsement request.
Review the terms and conditions in issued policy/ endorsement versus placing slip or request.
Book policy/ endorsement in SAIBA system on the day it is received and prepare for immediate superior signature.
Transmit policy/ endorsement with our billing to client within 7 days from clients' advice.
Send transmittal/ collection email.
Remind clients of policies due for renewal four months ahead based on Renewal List. Renewal activity must start 120 days prior to expiry.
Prepare renewal proposals for immediate superior's perusal and sign off prior al sending to clients.
Follow through on clients' renewal advice and send placing advise to insurer after receipt of clients' renewal advice. Account must be renewed at least one month prior to expiry.Renewal Policy and billing must be transmitted to client within 7 days from clients' renewal advice.
Transmit an...