attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
the desired risk profile and through effective broker relationship management to grow a pipeline of new partners Operating Model - Actively source new brokers and meet set business growth targets - Identify Identify new business opportunities in the broker environment - Liaise with retention unit and follow processes and appropriate training with new and existing brokers and ensure maintained levels of knowledge - Provide Provide presentations and scheme information to brokers as required and on request Specialist support to
the desired risk profile and through effective broker relationship management to grow a pipeline of new partners Operating Model - Actively source new brokers and meet set business growth targets - Identify Identify new business opportunities in the broker environment - Liaise with retention unit and follow processes and appropriate training with new and existing brokers and ensure maintained levels of knowledge - Provide Provide presentations and scheme information to brokers as required and on request Specialist support to
with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers / administrative and office support duties for Brokers and Management. Assist with General Office duties communication, arrear premiums and lapses. Keep Brokers and management informed at all times of any client
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
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
professional appointments with financial planners, Brokers, and Wealth managers.