Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,
Description
Our client seeks an experienced insurance Brokers Assistant/Client Services Consultant/Insurance Policy
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,
operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting manager to both by clients as well as brokers and administrators. Claims Assisting the Claims department with Queries
operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting manager to both by clients as well as brokers and administrators. Claims Assisting the Claims department with Queries
Working with brokers and maintaining broker relationships
Assist all underwriters on various administrative
Technical Broker Guide client through the Risk Survey Requirements/Improvements process and assist Technical Technical Broker Guide client through the Risk Survey Requirements/Improvements process and assist Technical
Technical Broker Guide client through the Risk Survey Requirements/Improvements process and assist Technical Technical Broker Guide client through the Risk Survey Requirements/Improvements process and assist Technical
Technical Broker
the Broker's instruction Preparation of presentations, quotations and client portfolio packs Assisting the