management principles; Analysing the current level of insurance and making adjustments as necessary to ensure
ensure all stock is safe and within the company's insurance parameters and is not exceeded. Work with the
ensure all stock is safe and within the company's insurance parameters and is not exceeded. Work with the
implementing client instructions for investments and insurance, communicating with clients, managing documentation
contracts filed are in the correct files
understanding of financial products, such as insurance, investments, and retirement planning, is essential
understanding of financial products, such as insurance, investments, and retirement planning, is essential
& Cost Control, Contracting, Legal & Insurance and Tax Compliance Key Peformance Areas: Financial
implementing client instructions for investments and insurance, communicating with clients, managing documentation
month Cost of Sales report (monthly) Assist with insurance Claims Trade – manage WIP/check proforma's converted