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727 Collins Street, Melbourne VIC 3008

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Jocelyn Bacaltos

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Jocelyn Bacaltos

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JLS Insurance
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Tier 1 FSRA qualification with 15 years experience developing and and maintaining technical understanding of all major classes of insurance and specialist services which the Company offers to its clients.
Provides support in all aspects of client service with timely and accurate production/processing of:
o invoices and related policy accounting documentation;
o quotation and placing slips;
o premium and adjustment calculations;
o information and documentation for Pre-Renewal and Broking meetings;
o formulate renewal reports and insurance manuals;
o certificates of currency;
o up to date computer system records;
o current and outstanding documentation follow ups;
o all other documentation.

Location Melbourne


Specialist services


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