Life Insurance Administrator/Experience in life insurance is essential.
Urgent start
•Obtain policy information from Astute and different Insurance companies
•Prepare policy schedules
•Complete and submit application forms to various Insurance companies
•Ensure that medicals have been booked
•Confirm appointments with clients
•Send acceptance letters to clients
•Send Record of advices to clients
•Process debit order and beneficiary changes
•Handle all payback and claim queries
•Process Surrender, withdrawals and claims documents
•Process change of broker forms
•Process section 14 and transfer requests.
•Order office stationary
•Answer office phone

Assist with making client appointments

Minimum 5 years experience in life insurance administration