Personal Assistant will provide support to the Broker and Advisers in a short term brokerage firm located
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
or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed information from new business file provided by the broker and inserting information into Discovery Smart Life, Health, Investment and short term insurance broker appointments Full review of fund choices within
or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed information from new business file provided by the broker and inserting information into Discovery Smart Life, Health, Investment and short term insurance broker appointments Full review of fund choices within
Personal Assistant will provide support to the Broker and Advisers in a short term brokerage firm located
or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed
other team members, underwriters, agents, and brokers to gather additional information or clarify data-related
other team members, underwriters, agents, and brokers to gather additional information or clarify data-related
the Insurance Portfolio updated and liaise with brokers on claims and queries. Health and Safety Support