 Providing service to all customers from the initiation to the cessation of the policy  Set-up and on-going maintenance of the necessary processes and procedures required to service the business and ensuring all service level agreements for new and existing business are met effectively  Assisting the departmental manager in implementing agreed audit recommendations at an operational level  Handling a variety of queries from clients via email and telephone  Assisting in the preparation of a suite of standard letters  Ensuring compliance of applications and business administration with money laundering and other relevant legal and regulatory regulations  Assisting in testing and implementing IT deliveries into the business

 Liaising with customers and brokers when required  Assisting with telephone requests and advising customers  Providing contract administration including client instructions (investment funds, bonds, insurance policies)  Preparation and dispatching of new customer business documentation  Dealing with the business, personal and insurance claims, investigating and solving customers’ problems  Providing administrative support to the underwriting and claims functions

 Answering customer inquiries  Processing applications, issuing renewal reports and policy documentation  Issue certificates of insurance (multi-risk policies, life assurance, pensions)  Coordinate other people in sales operations  Developing the client portfolio and assisting in the day to day running of client risk and insurance programs