By adviser direction but including: Move suspected spam to folders, mark client queries as urgent, categorise email colours.

Manage complaints. Add to complaints register and manage timelines for responses. Collation of data may be requested.

Manage cases submitted. Calling providers for updates, calling clients for requirements, considering alternative provider or coverage options as excluded, argue terms.

First check policy in force, coverage (i.e. specialists) and if claimed condition is covered. Sending claim forms/links to clients with claims process email. Follow up forms from client and follow up claims department weekly. Add each to a claims register (excel/CRM).

Contact clients to follow up outstanding forms, queries, UW questions, medicals, financials requirements.

Create or update client insurance summaries before meetings, after issuing, at adjustments or as requested.