Technical Client Coordinator

Women First Jobs; Dubai; On-site; AED 60,000 - 90,000; Full time

Job summary

A reputable insurance company is seeking a General Insurance Coordinator to provide vital technical and administrative support for commercial lines. The role involves direct client interaction, managing requests through HubSpot, and ensuring thorough documentation and communication with insurance providers. Ideal candidates should possess strong negotiation skills and a solid understanding of insurance practices.

Qualifications

• Experience in commercial insurance processes is preferred.
• Strong negotiation and communication skills are essential.

Responsibilities

• Support sales agents and direct clients with commercial lines insurance.
• Process requests, file documents, and contact insurance providers.
• Manage client accounts and oversee policy activation and payments.

Skills

Client Management

Insurance Knowledge

Negotiation

Communication

Tools

HubSpot

Praktora

Job description

Position Title : General Insurance Coordinator Commercial General Lines

Position Overview

Provide support technical and administrative support to clients and advisers related to general commercial lines of insurance.

Responsibilities

Process requests for general commercial lines from sales agents and direct clients via HubSpot.

Contact clients directly via phone or email for fact finding and identify type of cover required.

Provide clients with necessary proposal forms for quoting.

File all received client documents, following filing protocol.

Contact insurance providers for quotations and comparison. Follow-up for providers TAT.

Review quotes and negotiate.

Provide clients quote and technical overview of cover via call, email, or in-person.

Follow-up with client for official email confirmation and terms acceptance.

Secure cover confirmation from providers.

Collect KYC forms and supporting documents, IDs, TL, MOA, VAT certificate, etc.

Submit policy documents to provider and process policy activation.

Follow-up for client payments. Collect proof of payment, then receipt from provider.

Process KYC validation

Create client account in Praktora

Share invoices with Invoicing Team for booking.

Share payment receipt with client and cc Credit Control Team for payment allocation.

Close HS ticket

Track renewals, request renewals policy terms and update client.

Process midterm requests, including claims and endorsements.

Technical Coordinator • Dubai, DU, United Arab Emirates