Eq-fin Bryanston
South Africa
                    
                                                understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
                                                
            
          
 share this job on whatsapp
           
        
    
                
          
 Match-up Pty Ltd
Bryanston
                    
                                                Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
                                                
            
          
 share this job on whatsapp
           
        
    
                
          
 Match-up Pty Ltd
Bryanston
                    
                                                Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
                                                
            
          
 share this job on whatsapp
           
        
    
                
          
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
                                                
            
          
 share this job on whatsapp
           
        
    
                
          
Bryanston
                    
                                                ance and Policy Enforcement: