- Assist with new business, renewals, endorsements and mid-term adjustments.
- Request and assess quotations, present options and implement premium adjustments.
- Help analyse client portfolios and assess risk to ensure appropriate cover and pricing.
- Support retention by keeping renewals on track and reducing policy cancellations.
- Communicate with clients, brokers, insurers and internal teams.
- Build working relationships that support long-term portfolio growth.
- Maintain accurate electronic records for audit and compliance.
- Assist with invoicing, refunds and general policy administration.
- Keep documentation complete, accurate and up to date.