Attend appointment with broker to offer products, assist with queries and give specialist insights and advice on types of benefits in the marketEnsuring inception of the policy once documentation has been submittedEnsure that amendments are noted on billing Once employer approves billing or once the amendments have been noted on billing, submit for processing.
Email the Statement of Account to the employer for their recordsRates to be discussed with manager and advisorSubmit the signed rate renewal to insurance company for processing.One receipt of instruction, submit withdrawal to insurance companySend confirmation to employer once withdrawal is finalized.One receipt of instruction, submit claim to insurance companySend confirmation to employer once claim is finalized.
Source: News Formal (newsformal.com)
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