Description
Job Summary:
A post-sales professional responsible for the financial management of an insurance brokerage, including direct client contact, pending issue analysis, and administrative tasks.
Key Highlights:
1. Direct customer service and relationship management
2. Financial analysis and process monitoring
3. Continuous product updates and conflict resolution
**Post-sales support in the brokerage's financial management.**
* Conduct direct client contact via email, WhatsApp, and telephone
* Verify documents and requirements against each insured party's policy
* Stay updated on product changes to provide clarifications to insured parties
* Mediate conflicts arising during client problem-resolution processes
* Analyze and notify clients of pending installments
* Send policies and invoices to insured parties
* Perform administrative tasks
* Monitor queues of ongoing processes