assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
role will include responsibilities such as: Check incoming orders via email and telephonically Processing on email Customer service driven and going the extra mile Apply: recruitersandicrowther.co.za R 24 000
role will include responsibilities such as: Check incoming orders via email and telephonically Processing on email Customer service driven and going the extra mile Apply: recruitersandicrowther.co.za R 24 000
who enjoys building relationships and will go the extra mile to ensure that all parties are happy. REQUIREMENTS: contracts and confidential documents Answering incoming calls and attending to enquiries Screening calls
who enjoys building relationships and will go the extra mile to ensure that all parties are happy. REQUIREMENTS: contracts and confidential documents Answering incoming calls and attending to enquiries Screening calls
depending on experience and what you are currently earning The above-mentioned duties may be updated and expanded
depending on experience and what you are currently earning The above-mentioned duties may be updated and expanded
clients very busy business, meeting and greeting incoming clients professionally with the ability to speak advantageous DUTIES: Meet and greet of incoming clients Managing incoming calls professionally Diary management
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management