Elements and Performance Criteria
- Finalise renewal premium
- Review information received from client and update client database
- Recalculate premium according to operating procedures, specified criteria and legislative requirements
- Promptly complete all relevant documentation according to operating procedures
- Carry out client follow up as required and action enquiries according to organisational guidelines
- Prepare client invoice and issue in accordance with organisational procedures
- Maintain policy
- Receive and review amended information to ensure it meets legislative and organisational requirements
- Process information according to legislative and operating procedures
- Accurately update electronic and manual data storage information systems
- Check requests for certificates of currency for validity, and issue certificates in accordance with operating procedures and legislative requirements
- Review mid-term premium amendments and accurately record policy updates
- Monitor automatic renewals and cancellations in accordance with organisational operating procedures and legislative requirements
- Calculate and provide premium projections for clients as required