requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
planners, Brokers, and Wealth managers. Building and maintaining strong relationships with brokers, for the
with following up on claims-related queries with brokers/loss adjusters/attorneys
highly advantageous
ability to build and maintain relationships with brokers and clients.
and cancellations for an extensive network of brokers.
Our client one of South Africa's leading Binder Brokers is urgently looking for a Commercial Underwriter
Our client one of South Africa's leading Binder Brokers is urgently looking for a Commercial Underwriter
and commercial clients. They are a small niche broker dealing mostly with executive clients.
What