Posted time 09/01/2026 Location Port Louis Job type Full-time
  • Experience: 1 year working experience with an insurance broker or in a similar position
  • Qualifications: Higher School Certificate
  • MS Office Tools: Well-versed

The Client Relationship Assistant will principally assist the Brokers in their daily duties. He/She will need to build and maintain business relationships with the company clients and insurers, ensuring that they receive the customised service they need.

  • ย Extract, update, and maintain monthly renewal lists from OASIS.
  • Conduct preliminary compliance checks to ensure all renewal files are complete and up to date.
  • Follow up with clients to obtain outstanding KYC documents and other required information.
  • Prepare and pre-fill renewal documentation and ensure readiness ahead of deadlines.
  • Review policy documents for accuracy and liaise with insurers to correct any discrepancies.
  • Track, organise, and file all documents on OASIS in a timely and structured manner.
  • Issue cover notes (via OASIS or manually) and send them to clients along with related documentation.
  • Generate invoices and ensure they are issued together with the cover notes.
  • Send policy documents to clients and follow up with insurers for outstanding items, including endorsements and signed placing slips.
  • Monitor and record turnaround times for receiving signed placing slips and policy documents from insurers.
  • Respond to client queries related to invoices, statements of account, policy documents, and cover notes.
  • Liaise with internal teams (Compliance, Accounts, Claims) to support smooth processing and adherence to internal standards.
  • Complete and close transactions on OASIS accurately and within required timelines.
  • Assist with the preparation of internal reports, presentations, summaries, and support special projects as assigned.