Sales Administration Associate

Islamic Development Bank

Portfolio Policy Management

• Assists in managing all the administrative processes pertaining to policies related to his portfolio (registration of policy holders, issuing policy amendments, etc.).
• Completes accurate entry of application details, issues individual credit limits and policy to the policy holder.
• Reviews policy documentation, letters/emails from policyholders or brokers.
• Handles enquiries on policy administration from clients, intermediaries and internal team members in a quality and professional manner.
• Provides guidance and training to the team to enhance technical knowledge.

Information Database Management

• Ensures that all requests for providing any information requested by stakeholders are addressed in a timely manner.
• Assesses the quality of information/data received to ensure sufficient information is available.

Account Management

• Ensures invoices are generated and issued in a timely manner.
• Ensures that statement of accounts is up to date and clients have cleared payments in time.
• Follows up on internal documentation and internal processes to expedite issuance of policies, annexes and or any other documents.
• Responsible for reconciling accounts and ensuring payments have been cleared