Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
administrative duties with regards to new and existing business for brokers. Preparation, summary and administration Capturing of details onto the new business register and submitting new business applications. Run due diligence missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current accountants, attorneys, business bankers & medical professionals. All business document templates to smooth running of the day-to-day operations of the business. Answering the telephone and transferring of calls
administrative duties with regards to new and existing business for brokers. Preparation, summary and administration Capturing of details onto the new business register and submitting new business applications. Run due diligence missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current accountants, attorneys, business bankers & medical professionals. All business document templates to smooth running of the day-to-day operations of the business. Answering the telephone and transferring of calls
Process and System design and implementation. Continuously improvement of processes and systems Team Management Management. Workload management. Process and System failure root-cause analysis. Develop and maintain a
Administrator is required to support the central business team in providing high levels of support to the with the opening of new accounts in line with business processes daily. 2. Commission Management: Maintenance Maintenance of the employee database on the commission system. Monitor and reconcile the daily bank statement Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
Administrator is required to support the central business team in providing high levels of support to the with the opening of new accounts in line with business processes daily. 2. Commission Management: Maintenance Maintenance of the employee database on the commission system. Monitor and reconcile the daily bank statement Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
limited to: Strategically evaluate current state of business and align the Foundry Management Team to move from Scada, Halden, Clarity, Data prophet and all systems that are in place. Active involvement in the process
Knowledge of other legislation applicable to the business, e.g. Collective Investment Schemes Control Act compliance management framework and function within the business in accordance with the overall risk management regions of the business, where applicable, and external compliance providers. Assisting business in creating mitigate the identified compliance risks within the business. Drafting and implementation of compliance policies queries from within the business. Creating a compliance culture within the business. Reporting to management
Knowledge of other legislation applicable to the business, e.g. Collective Investment Schemes Control Act compliance management framework and function within the business in accordance with the overall risk management regions of the business, where applicable, and external compliance providers. Assisting business in creating mitigate the identified compliance risks within the business. Drafting and implementation of compliance policies queries from within the business. Creating a compliance culture within the business. Reporting to management
and completed on time. Stand-in for the Regional Business Manager when required. Management of client projects used as a mechanism to improve client service and business processes. People: Build strong relationships Implement and provide input into governance processes, systems and legislation within area of Escalate unresolved