assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management
Front Desk Management: Greet visitors, answer incoming calls, and provide assistance or direction as organizing meetings. Correspondence Handling: Manage incoming and outgoing mail, emails. Ensure timely and accurate
Front Desk Management: Greet visitors, answer incoming calls, and provide assistance or direction as organizing meetings. Correspondence Handling: Manage incoming and outgoing mail, emails. Ensure timely and accurate
refreshments upon arrival. Answer, screen and forward incoming phone calls Ensure reception area is tidy and
appropriately Answering, screening and forwarding incoming phone calls Administrative support across the
appropriately Answering, screening and forwarding incoming phone calls Administrative support across the
organized, and conducive to productivity. Handle incoming and outgoing mail and packages. Organise and manage