Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution with fostering long-term relationships between brokers and their clients. The primary objective of this recruit, and onboard new brokers, provide ongoing support to existing brokers, and expand our distribution Distribution team, the primary focus will be to work with Brokers being the interface between themselves and Everest Duties and Responsibilities: BROKER RECRUITMENT Identify potential brokers and develop strategies to recruit
Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution with fostering long-term relationships between brokers and their clients. The primary objective of this recruit, and onboard new brokers, provide ongoing support to existing brokers, and expand our distribution Distribution team, the primary focus will be to work with Brokers being the interface between themselves and Everest Duties and Responsibilities: BROKER RECRUITMENT Identify potential brokers and develop strategies to recruit
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
to work in Cato Ridge, 20 minutes from Kloof Commodity trading experience will be an added advantage
to work in Cato Ridge, 20 minutes from Kloof Commodity trading experience will be an added advantage
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.
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