attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request
motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request
with regards to new and existing business for brokers.
with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers / administrative and office support duties for Brokers and Management. Assist with General Office duties communication, arrear premiums and lapses. Keep Brokers and management informed at all times of any client
with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers / administrative and office support duties for Brokers and Management. Assist with General Office duties communication, arrear premiums and lapses. Keep Brokers and management informed at all times of any client
using/promoting relationships with insurance companies, brokers and assessors.
Office, Email / Internet). Experience on the Flexi Broker System and Premium Confirmation.
3yrs+ previous provide both clerical and administrative support to brokers.
Previous working experience in domestic comparative quotations for the client, on request of the broker.
Obtaining all of the relevant documentation
essential