Department : Broking Operations
Job Title : Administrative Assistant
Outline of Responsibilities and Authorities
Documentation
· Prepare and send covering letters, debit notes, cover notes, slips, premium closing
· Assist in registering and updating client information
· Create policy and correspondence files
· Photocopy, sort and file covering letters, debit notes, cover notes, slips, premium closing
· Check insurers’ policies and tax invoices
Claims Handling
· Prepare notification of claims to insurers
· Update claims register in Sharepoint
· Create and update claims files, claims activity reports
· Prepare documentation to engage surveyors, to forward reports / documents / cheques etc to insurers / clients
Tender Submissions
· Collect tender documents
· Type tender documents (e. g. tender forms, dividers, envelope, covering letters, etc)
· Deposit tenders where necessary
Others
· To assist on letter mailings and opening of mailbox and update letter register in Sharepoint on a rotational basis.
