Daily Tasks
Respond To Client Inquiries Via Calls, Emails Or Whatsapp/ Message.
Process Recent Insurance Applications, Policies, Renewals, And Endorsements.
Manage Premium Payment Reminders And Confi rmations.
Update Client And Policyholder Databases.
Handle Mail (Incoming And Outgoing) And Correspondence With Clients.
Assist In Organizing Meetings And Preparing Required Documents.
Provide Support For Claims Processing.
Weekly Tasks
Generate Weekly Reports On Policy Updates, Claims, And Premium Payments.
Conduct Follow-Ups With Clients On Pending Payments Or Documents.
Coordinate With Underwriters For Approvals.
Monthly Tasks
Prepare And Share Monthly Client And Policy Reports With Management.
Ensure All Client Data Is Accurate And Up To Date.
Share Updates With Key Customers On Current Services Or Policy Changes.
📌 Back Office Operations Executive Vapi
🏢 Ethos HR
📍 Vapi
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