Key Responsibilities

• New business to be activated on system, within 1 day, following approval from the Insurer/Binder Manager.
• Ensure all Compliance Documents are on file, if not, query must be created in Diary and referred to Line Manager.
• New Business sent to insured within 31 days of inception. New Business must include policy schedule, disclosure notice, policy wording and compliance documents signed by policyholder.
• Send out renewal listing to broker/s 3 months in advance.
• Prepare/Request Terms from Insurers 60 days prior to renewal date.
• Renewal schedules are to be sent to policy holder 31 days prior to renewal date. Inclusive of disclosure notice, policy wording and adjustments made to the policy.
• Phone the insured prior to the forthcoming renewal's debit order collection cut off. Broker Renewals: ensure renewal meeting diary entry in broker's Flexi diary 60 days in advance.
• Ensure curren...