book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
actively follow up and resolve any disputed items and claims Timeous preparation and submission of creditors' reconciliations at month end, ensuring discount is claimed where applicable Forward remittance advices and required Submission and Following up on all insurance Claims Assisting the finance team with other related accounting
Assess and analyze variations and claims Prepare and submit progress claims, valuations, and final accounts
Assess and analyze variations and claims Prepare and submit progress claims, valuations, and final accounts
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share
of contact with Insurance for end to end to end claims handling/management; To assist Field Service staff
of contact with Insurance for end to end to end claims handling/management; To assist Field Service staff