Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments
leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments
Responsibilities: Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation system. Assist with technical underwriting on queries on business occupations, operations. Assist with the the handling of broker queries, assisting underwriting. Assist underwriting manager with ad hoc requests capacity and abilities, improving relationships, assisting marketers with complex commercial underwriting underwriting matters and claims. Risk Surveys Assisting in communicating and promoting risk survey requirements
Responsibilities: Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation system. Assist with technical underwriting on queries on business occupations, operations. Assist with the the handling of broker queries, assisting underwriting. Assist underwriting manager with ad hoc requests capacity and abilities, improving relationships, assisting marketers with complex commercial underwriting underwriting matters and claims. Risk Surveys Assisting in communicating and promoting risk survey requirements