tasks. This includes ensuring compliance with company policies, implementing client instructions for 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
tasks. This includes ensuring compliance with company policies, implementing client instructions for 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
records, ensuring seamless operations within the company. Recent matriculants with strong attention to detail Capturing: Enter insurance-related data into the company's database systems accurately and promptly. This validations to ensure data accuracy. Document Management: Organize and maintain physical and electronic that data entered into the systems meets the company's data standards and compliance requirements. Confidentiality: Confidentiality: Handle sensitive customer and company information with utmost confidentiality and adhere
records, ensuring seamless operations within the company. Recent matriculants with strong attention to detail Capturing: Enter insurance-related data into the company's database systems accurately and promptly. This validations to ensure data accuracy. Document Management: Organize and maintain physical and electronic that data entered into the systems meets the company's data standards and compliance requirements. Confidentiality: Confidentiality: Handle sensitive customer and company information with utmost confidentiality and adhere
The successful candidate will be responsible for managing and processing insurance claims efficiently and required by your manager; Gathering claims data from all Insurers and keeping company claims records up including recoveries; Setting up company claims reports as required by your Manager; Assisting on technical claims
The successful candidate will be responsible for managing and processing insurance claims efficiently and required by your manager; Gathering claims data from all Insurers and keeping company claims records up including recoveries; Setting up company claims reports as required by your Manager; Assisting on technical claims