The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
graduate to be Practice Manager at their practice to assist with procedures and management. Retail hours apply Ability to identify and provide training Practice assistant equipped with knowledge about medical aid processing information) One-on-one sessions with Practice assistants Weekly feedback to Practice Manager, Senior Specialist day and be ensure that the leadership between Assistant manager and Specialist must be consistent & patient requests Monitoring work hours of practice assistants as well as leave requests. Problem Solving Report
international clients on a full-time basis as a Virtual Assistant/PA - Business Supprt Executive (BSE) at the Centre clients and proactively managing their expectations Assist with onboarding new clients; building rapport and any issues to the Team Leader or COE Manager Assisting with various administrative tasks Inbox and diary and recorded using SmartPA-approved technology Assist the Team Leader to create and implement processes be more efficient and reach its full potential Assist with the onboarding journey for all new recruits
Requests fund cites from appropriate agency. Assists patients with access to medical services prior and special tests as required by MED/Clearances. Assists medical personnel with clinical examinations performed Works with RMO/MP/RMO-P/RMLS and Post Medical Advisor to assess level of care at clinics, laboratories
es:
The successful candidate will report to the Assistant Business Manager: Citrus and be based in the Groblersdal instructions. • Liaising with relevant stakeholders. • Assisting other departments and operational activities. Collecting information for necessary departments. • Assisting with administrative tasks. Requirements: • A relevant
graduate to be Practice Manager at their practice to assist with procedures and management. Retail hours apply Ability to identify and provide training Practice assistant equipped with knowledge about medical aid processing information) One-on-one sessions with Practice assistants Weekly feedback to Practice Manager, Senior Specialist day and be ensure that the leadership between Assistant manager and Specialist must be consistent & patient requests Monitoring work hours of practice assistants as well as leave requests. Problem Solving Report
international clients on a full-time basis as a Virtual Assistant/PA - Business Supprt Executive (BSE) at the Centre clients and proactively managing their expectations Assist with onboarding new clients; building rapport and any issues to the Team Leader or COE Manager Assisting with various administrative tasks Inbox and diary and recorded using SmartPA-approved technology Assist the Team Leader to create and implement processes be more efficient and reach its full potential Assist with the onboarding journey for all new recruits