Job PurposeReporting to the Personal Lines Manager, the Personal Lines Technical ServiceRepresentative (TSR) will support sales and service brokers with underwriting tasks,administrative duties, and client communications while assisting in policy lifecycle fornew and existing clients. This role involves regular collaboration with internal teams,insurance markets, and vendors to quote, bind, amend, and maintain insurance policies,ensuring accuracy and
Job PurposeReporting to the Personal Lines Manager, the Personal Lines Technical ServiceRepresentative (TSR) will support sales and service brokers with underwriting tasks,administrative duties, and client communications while assisting in policy lifecycle fornew and existing clients. This role involves regular collaboration with internal teams,insurance markets, and vendors to quote, bind, amend, and maintain insurance policies,ensuring accuracy and
Performing Demand AnalysisCreating Purchase Orders (POs) and ensuring timely acknowledgement from suppliers.Generating daily, weekly, and monthly reports in alignment with business requirements.Managing open order reports and coordinating with suppliers for PO confirmations.Updating the ERP system based on supplier confirmations.Monitoring and reporting action messages, followed by necessary updates.Initiating Supplier Change Requests (SCR).Handling
Performing Demand AnalysisCreating Purchase Orders (POs) and ensuring timely acknowledgement from suppliers.Generating daily, weekly, and monthly reports in alignment with business requirements.Managing open order reports and coordinating with suppliers for PO confirmations.Updating the ERP system based on supplier confirmations.Monitoring and reporting action messages, followed by necessary updates.Initiating Supplier Change Requests (SCR).Handling
Key Responsibilities: Sales & Revenue Generation Achieve and exceed assigned sales targets.Execute daily market visits according to the Personal Journey Plan (PJP).Conduct thorough market mapping to increase counter share and identify growth opportunities.Ensure strict adherence to all field sales processes, including PJP, Daily Sales Reports (DSR), and Management Information Systems (MIS).Drive profitability by achieving target contribution
Key Responsibilities: Sales & Revenue Generation Achieve and exceed assigned sales targets.Execute daily market visits according to the Personal Journey Plan (PJP).Conduct thorough market mapping to increase counter share and identify growth opportunities.Ensure strict adherence to all field sales processes, including PJP, Daily Sales Reports (DSR), and Management Information Systems (MIS).Drive profitability by achieving target contribution