Companys preferred Advice methodology and tool sets only.
Client data management
needs of the clients
Teamwork: be a reliable and
/>Attributes
The individual puts the needs of clients first and takes ownership of the goal
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
capturing payments on Legal Suite. Must have post matric diploma/degree or other accounting qualification effectively. · Attention to detail: Accounting clerks need a keen eye for detail to ensure accuracy in data
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
Qualifications and experience required:
should have/be the following:
A Matric certificate.
Degree in Financial Accounting
administrative duties for Management. The Person: Matric essential. Bookkeeping Diploma or similar. Min