Administration: Overall administrative duties with regards to new and existing business for brokers. Preparation, summary Capturing of details onto the new business register and submitting new business applications. Run due date and filed systematically. Open new files for potential new clients (digital). General Servicing / problems. Assist, upskill and communicate any new areas with regards to X-plan or Office 365 or products / webparts. Assist, upskill and communicate any new areas of development of plug-ins with regards to
Administration: Overall administrative duties with regards to new and existing business for brokers. Preparation, summary Capturing of details onto the new business register and submitting new business applications. Run due date and filed systematically. Open new files for potential new clients (digital). General Servicing / problems. Assist, upskill and communicate any new areas with regards to X-plan or Office 365 or products / webparts. Assist, upskill and communicate any new areas of development of plug-ins with regards to
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
Collaborating with cross-functional teams to build new features. Fixing bugs and improving application performance rest of the engineering team to design and launch new features. Experience working with graphic designers
understanding of advertising and media markets. Strong new business focus – cold calling promoting & selling and execute effective sales strategies to acquire new business. Build and maintain a robust pipeline of
understanding of advertising and media markets. Strong new business focus – cold calling promoting & selling and execute effective sales strategies to acquire new business. Build and maintain a robust pipeline of
interests, competitive activities, and potential for new products and services. General sales administration the assigned territory/market segment to generate new business for the organization's products/services