Associate, Policy Administation

JOB RESPONSIBILITIES

• Handle post-sales service requests, including preparing and submitting forms to various insurance carriers, and liaising with insurers and underwriters for follow-ups and negotiations.
• Collaborate with Consultants and clients to ensure timely and accurate fulfillment of post-sales requirements.
• Keep Consultants and clients informed on the progress of post-sales requests and ensure all related meetings are properly recorded in the system.
• Ensure all client documentation complies with standards and carrier requirements, maintaining completeness and alignment.
• Work closely with the Team Leader and Sales Operations team to support daily operations.
• Ensure timely preparation and completion of annual client reviews.
• Develop customized PowerPoint presentations and policy comparisons for client meetings.

JOB REQUIREMENTS

• Bachelor's degree in any discipline.