Ø Filing

Ø Completing application forms and processing applications.

Ø Completing claim forms, debit order increases or changes.

Ø Follow up on disinvestments processed, claims submitted or any other applications that were processed.

Ø Every Monday to print compliance for the week (packs).

Ø Pulling prints and putting portfolio analysis together.

Ø Requesting short term quotes, requesting schedules for active clients.

Ø Submitting short term claims and following up with them.

Ø Interacting with clients for queries (phone, email or personally).

Ø Assisting with opening new business files, completing compliance and making sure all required documents are in the file upon application.