Support the Line Manager and team members in dealing with Risk Carriers to deliver best sales pitches and Aon best‑practice services through underwriting and marketing activities.
Provide operational support to the Line Manager, including data management, analysis, income forecasting and booking.
Produce high‑quality reports and insights to advise internal stakeholders for data‑driven decisions.
Execute strategies per the Company’s operational policies and protocols.
Accountable for operational processes and insurance program management aligned with the in‑country operation plan.
Process and monitor income in the Company’s system.
Deliver value‑added services to management and employees that reflect business objectives.
Assist in account booking and provide analytics and reporting support.
Handle underwriting and consulting work, analyze insurer offers, and propose recommendations.
Update marketing technical formats and presentations.
Follow up on won accounts and arrange policy placement for clients.
Send policy handbooks, insurance cards, leaflets, direct‑billing lists, debit notes and invoices to clients and insurers, ensuring accuracy.
Study and produce statistical reports upon request.
Upload policies to the system and assist in sales operational work.
Execute the agreed in‑country growth plan and budget for the client portfolio.
Coordinate, align, and focus resources on the pipeline, sharing ownership with the Line Manager.
Perform additional responsibilities as assigned.
Develop conclusions from analyses and apply results to business operations.
Provide consultative advice and recommendations within the operation area.
Operate independently and with initiative, ensuring compliance with AABG, TRS, CV Reduction, and Service Contracts.
Follow up and organize signing of contractual documents, leading to cover note production.
Prepare and send policy documents, debit notes, and invoices to clients and insurers.
Maintain placement correspondences and documents via e‑filing.
Input leads and opportunities into the Company’s Salesforce platform, keeping the pipeline up to date.
