Manage policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing, and endorsements.
Review quotations, subjectivities, and policies for accuracy.
Manage and organize client files,
系统翻译:
管理新客户和现有客户的保单生命周期,包括新业务提交、续保、再营销和认可。
审核报价、主观性和保单的准确性。
管理和组织客户文件,