The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process client
The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process client
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
requests
telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution telephone within 2 rings and resolving the client/broker query/request in a professional and timely manner
telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution telephone within 2 rings and resolving the client/broker query/request in a professional and timely manner
telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution telephone within 2 rings and resolving the client/broker query/request in a professional and timely manner
and effectively communicating with the client or broker regarding their claim.
To meet your daily
and effectively communicating with the client or broker regarding their claim. To meet your daily minimum