Eq-fin Bryanston
South Africa
understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
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Match-up Pty Ltd
Bryanston
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
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Match-up Pty Ltd
Bryanston
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
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Bryanston
R28.5k per month
quality client service:
- Issuing new policies, renewals, and endorsements on the CIMS3 System
- Prepare
quotes
- Underwrite in accordance with standards, policies and procedures
- Support the sales team
unprofitable policies
- Ensure policies are not overexposed
- Checking policies before sending
functional process by ensuring compliance with tactical policies, procedures, and standards
- Resolve escalated
service:
Bryanston
Market related
client service:
- Issuing new policies, renewals and endorsements on the CIMS3 System
- Prepare
- Underwrite in accordance with standards, policies and procedures
- Support sales team in acquiring
unprofitable policies
- Ensure policies are not overexposed
- Checking policies before sending
process through ensuring compliance to tactical policies, procedures and standards.
- Resolve escalated
service:
Bryanston
Market related
/ non motor claims for personal and commercial policies
Appoint assessorsConfirm and
these against the cover provided by the insurance policyConsulting with other staff to decide the
but not limited to local marketsEnsure policy maintenance after a claim is completedUpdate
process through ensuring compliance to tactical policies, procedures and standardsResolve escalated
service:
Bryanston
Market related
Oversee the correction of unprofitable policies and ensure that policies are not overexposed.Technology
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Bryanston
ance and Policy Enforcement: