Assistant Account Executive

Assist Account Manager/Director with system processing, preparation of documentation, and file management for clients.

Duties include:

• Processing of New Business; Renewals; Endorsements; Cancellations of policies using Winbeat (Sunrise, SCTP)
• Re-Marketing
• Preparation of Quotations Slips, and processing and preparing Quotations
• Claims Management
• Policy Documentation / Filing in Zoho CRM
• Issue and distribution of Certificate of Currencies
• Responding to queries raised by clients, insurers, and other interested parties
• Client and Underwriter liaison (in regard to enquiries)
• Report generation and distribution
• Assist in the preparation of the end-of-month requirements
• Assist in Debtors control under the guidance of the Account Manager
• Assist in Premium Funding requirements under the guidance of the Account Manager/Director
• Other tasks as delegated by the Account Manager/Director