quotes, and claims
platforms.
platforms.
commission module linked to CRM) and PPs.
Manage commission suspense accounts aligned to compliant
/>Operational support for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure
client demographic data on client relationship management system XPlan.
Client financial data capture
communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Extensive use of XPlan notes and tasks to manage client records and organization of practice.
is looking to add a Migration Administrator to assist our migration team based in Australia. We offer tasks, your main responsibilities will include: Assisting the Australian migration team in our Melbourne for clients interested in migrating to Australia Managing inbound client enquiries and communication, both organised with good time management skills Can effectively prioritise and manage a large caseload Possess
is looking to add a Migration Administrator to assist our migration team based in Australia. We offer tasks, your main responsibilities will include: Assisting the Australian migration team in our Melbourne for clients interested in migrating to Australia Managing inbound client enquiries and communication, both organised with good time management skills Can effectively prioritise and manage a large caseload Possess
advantageousDUTIES
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing filing, and appointments with current clients Managing claims gap cover Performing general office duties
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing filing, and appointments with current clients Managing claims gap cover Performing general office duties
other platforms. Customer Quotes & Liaison: Assist with daily quotes for medical aid and private clients projects via email and phone calls. Sales Admin: Manage ad hoc sales-related admin tasks and logistical transactions. Order Management: Handle administrative requirements of orders and assist with Medical Aid