Follow-up with the respective business/ IT team on the underwriting declaration / (Retrieve the report from the bank system, if the access has been provided.
Ensure the monthly underwriting declarations / reports are confirmed with respective business as per underwriting guidelines of insurer.
Ensure the monthly premium invoices are booked and received by the bank.
Ensure the monthly Insurance premium payments are released from the bank with in the timeline.
Maintain up-to-date record declaration, Invoices, Premium settlement and outstanding balance.
