suitable solutions. Draw and compare quotations from different insurers. Additional research information senior management with any general office duties, from time to time. Respond to client inquiries. Interacting continued operations of team services. Process new account paperwork, including preparation, transfer of funds
suitable solutions. Draw and compare quotations from different insurers. Additional research information senior management with any general office duties, from time to time. Respond to client inquiries. Interacting continued operations of team services. Process new account paperwork, including preparation, transfer of funds
license group and that ongoing fees are received from the relevant PPs. Capture and checking of new business and his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect gaps. Liaise and orientate
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous
circumstances change. Acquire short term insurance leads from the company's financial planning partners. On receipt appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken
circumstances change. Acquire short term insurance leads from the company's financial planning partners. On receipt appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken