- Develop and maintain qualified relationships with insurance companies, clients, brokers, and other stakeholders.
- Coordinate with insurance companies for survey assignments and claim-related requirements.
- Receive and record new assignments and ensure the required information/documents are collected.
- Coordinate with surveyors for allocation, inspection schedules, status updates, and report submission.
- Follow up with surveyors and clients to ensure timely completion of assignments.
- Maintain an updated claim/assignment tracker and provide daily/weekly status reports to management.
- Communicate with clients regarding survey schedules, document requirements, and claim-related updates.
- Coordinate internally with surveyors, operations, accounts, and management for smooth claim processing.
- Monitor pending cases and proactively follow up for closure.
- Prepare MIS reports, correspondence, emails, and other client-related documentation.
- Handle client queries professionally and escalate critical issues to the concerned authority.
- Maintain proper records of assignments, communications, documents, and reports.
- Support management in improving client satisfaction and retention.
- Assist in business development by maintaining existing client relationships and identifying potential business opportunities