requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
(Essential) - Relevant tertiary qualification; a medical degree preferable Your Outputs (include but is information and various types of reports from medical practitioners - Compare the reports to the existing required - Explain and communicate final decisions to brokers and clients - Create schedules for payments and years experience in Life Insurance Assessing - Medical Background - Experience in both group and life
(Essential) - Relevant tertiary qualification; a medical degree preferable Your Outputs (include but is information and various types of reports from medical practitioners - Compare the reports to the existing required - Explain and communicate final decisions to brokers and clients - Create schedules for payments and years experience in Life Insurance Assessing - Medical Background - Experience in both group and life
for this role) R18 000 negotiable, plus 50% medical aid and pension.
planners, Brokers, and Wealth managers. Building and maintaining strong relationships with brokers, for the
Diligently and Fairly;
changes/ lapses / cancellations and try to save this business;
and cancellations for an extensive network of brokers.
cal queries & Broker support on Technical issues
Detail-oriented and highly organized Benefits: Medical Aid Retirement Benefits Competitive Salary, commensurate