Insurance Specialist (Sunrise, Ebix , iAdviser) | Dayshift

Key Responsibilities

1. Monday.com Administration

Import policies from iAdviser, including inputting client card details and renewal dates (processed two months at a time per adviser).

Enter key policy data into Monday.com.

Send pre-renewal emails on behalf of the broker (either CCing the broker or sending directly for forwarding, depending on client relationship).

Download renewal terms from Sunrise, where applicable, and enter the renewal premium into the worksheet.

2. Debtors Administration

Send debtor reminder emails to clients on a fixed schedule:

On the premium due date

14 days after

30 days after

60 days after

90 days after

Log all follow-ups in client files within iAdviser.

Act as liaison for Premium Funding contracts.

Qualifications and Skills

General working knowledge of Sunrise / Ebix platforms.

Proficiency with iAdviser software.

Strong attention to detail and high level of accuracy.

Excellent written and verbal communication skills.

Effective time management and ability to meet multiple deadlines.

Industries:Outsourcing/Offshoring

Function: Others