as stocks, bonds, mutual funds, and insurance policies. Contact clients' creditors to arrange a payment
reviews of their portfolios in terms of company policy Client portfolio reviews: – Research performance and prepare reviews in accordance with company policy and standards – Conduct client reviews and ensure reports are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect from clients in association with relevant Wealth Planner General administration: – Recording of all client
for our client AND pay more commission for our planners Our company website: www.surex.insure (website
for our client AND pay more commission for our planners Our company website: www.surex.insure (website
calls and strategies Prepare and submit weekly planners and reports Give technical support in operating
Protocol. To work closely with the Maintenance Planner and Engineering Manager to Review and improve engineering
personnel and labour relations strategies including policies,programs and procedures to address an organizations and employers on the interpretation of personnel policies compensation and benefit programs and collective
PURPOSE OF THE JOB Oversee underwriting, reinsurance, policy administration and portfolio management of non-life Underwriting and administration Maintenance of policies in an operating system Quality Assurance Good
PURPOSE OF THE JOB Oversee underwriting, reinsurance, policy administration and portfolio management of non-life Underwriting and administration Maintenance of policies in an operating system Quality Assurance Good
executive team members. Creating procedures and policies that ensure timely payments while maintaining a high level of customer retention. Establish policies that follow customer service best practices while