clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
Manager-(short term insurance)-support to senior broker HOUGHTON based R25000-R40000 neg depending on experience Manager-(short term insurance)-support to senior broker HOUGHTON based R25000-R40000 neg depending on experience Manager-(short term insurance)-support to senior broker HOUGHTON based R25000-R40000 neg depending on experience
similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
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
using/promoting relationships with insurance companies, brokers and assessors.