Overview:
Enters policyholder payment records, claim payouts, and commission details into the insurance management system.
Duties:
Record premium payments and claim settlements
Update policy information and customer details
Generate monthly commission reports for agents
Ensure compliance with insurance regulations
Requirements:
Familiarity with insurance processes
High attention to detail
Strong confidentiality practices
Client Instructions:
Deadline: 12th August 2025
Material source will be shared upon hire.
Delivery format: Excel spreadsheet.
Required Data Fields: Policyholder Name, Policy Number, Payment Date, Payment Amount, Claim Amount, Agent Commission, and Insurance Provider Name.