Reference: NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Reference: NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated t
At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated t
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax