Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to technical responsibilities as you settle in your new role and grow in the world of financial planning. What investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition
Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to technical responsibilities as you settle in your new role and grow in the world of financial planning. What investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition
The successful candidate will be responsible for managing and processing insurance claims efficiently and Claims system set up project as required by your manager; Gathering claims data from all Insurers and keeping up company claims reports as required by your Manager; Assisting on technical claims and attending meeting 1 year experience in commercial claims National Senior Certificate (Matric) RE and NQF4 will be beneficial
The successful candidate will be responsible for managing and processing insurance claims efficiently and Claims system set up project as required by your manager; Gathering claims data from all Insurers and keeping up company claims reports as required by your Manager; Assisting on technical claims and attending meeting 1 year experience in commercial claims National Senior Certificate (Matric) RE and NQF4 will be beneficial
insurance brokerage. The primary responsibility of this role is to accurately and efficiently input and update databases. The successful candidate will play a crucial role in maintaining the integrity and accuracy of our validations to ensure data accuracy. Document Management: Organize and maintain physical and electronic summaries from the captured data as requested by management, underwriters, or other relevant departments experience as a data capturer or in a similar data entry role is preferred but not mandatory. Computer Proficiency:
insurance brokerage. The primary responsibility of this role is to accurately and efficiently input and update databases. The successful candidate will play a crucial role in maintaining the integrity and accuracy of our validations to ensure data accuracy. Document Management: Organize and maintain physical and electronic summaries from the captured data as requested by management, underwriters, or other relevant departments experience as a data capturer or in a similar data entry role is preferred but not mandatory. Computer Proficiency: