Accounting Policies
Secretarial and Compliance Duties: Ensure policy adherence, perform audits, manage contracts, provide Management: Oversee stock controls, implement risk policies, report issues promptly.
analytics,
Policies and Procedures
with suitable product proposals and confirming policy sales.
with suitable product proposals and confirming policy sales.
long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term behalf of clients. Ensure the timely placement of policies and follow up on outstanding applications. Relationship Maintain accurate records of client interactions, policy details, and correspondence. Handle client data
long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term behalf of clients. Ensure the timely placement of policies and follow up on outstanding applications. Relationship Maintain accurate records of client interactions, policy details, and correspondence. Handle client data
and analytics, Assist with the development of policies and procedures, Assist with the daily reconciliation loading of payments as required by the company policies, Assist in accounting system processing, Assist assets. Communicate proper instructions of company policies and procedures to the employees where necessary mentoring and development. Policies and Procedures Assist in ensuring that all policies and procedures of the divisions. Assist in development and drafting of policies and procedures (where necessary). Confidentiality
and analytics, Assist with the development of policies and procedures, Assist with the daily reconciliation loading of payments as required by the company policies, Assist in accounting system processing, Assist assets. Communicate proper instructions of company policies and procedures to the employees where necessary mentoring and development. Policies and Procedures Assist in ensuring that all policies and procedures of the divisions. Assist in development and drafting of policies and procedures (where necessary). Confidentiality
All Risks policy