WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational
Johannesburg Metro, Johannesburg, Bedfordview
Primary testingWorking Conditions:The Test Analyst role is based in Bedfordview. The work is primarily
Optimisation team The aim of the team is to provide clients with the relevant information and analysis to identify delivery • General: o Interaction with ops personnel, client and other 3PLs • Tasks could include the following
Bedfordview Bookkeeper to balance sheet for a portfolio of clients in different industries. Solid understanding
Underwriting: Process quotes, new business, amendments and client queries Processing Corrective action Cancellations includes insurers and clients Provide ongoing service and support to your client base Administration: and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept up to date Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling reports
Underwriting: Process quotes, new business, amendments and client queries Processing Corrective action Cancellations includes insurers and clients Provide ongoing service and support to your client base Administration: and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept up to date Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling reports
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals it has provided it's clients for over 30 years. Work with company book of clients to meet and review their their portfolio providing professional financial advice and offerings. Prospect and obtain new clients manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
As an independent Financial Brokerage, our client provides exceptional and unique services to professionals provided it's clients for over 30 years.
Work with company book of clients to meet and review review their portfolio providing professional financial advice and offerings. Prospect and obtain new new clients in the market to add to it's already extensive book
Provide financial products and manner, building rapport and confidence in the clients.
Work with various FSP's and internal
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals it has provided it's clients for over 30 years. Work with company book of clients to meet and review their their portfolio providing professional financial advice and offerings. Prospect and obtain new clients manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
Duties: Pitch the business to potential new clients and book appointments with doctors for the financial customer service area we focus in, such as Wealth portfolio's, short term insurance, Financial, and other areas