contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date with changes and handle related queries Share information with customers to build their understanding of of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date with changes and handle related queries Share information with customers to build their understanding of of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
providing an end-to-end service and support to brokers.
Key ResponsibilitiesBroker Services
management service, active case management and broker visits via email, telephone or in person with members gathering and researching information; assembling and forwarding information; verifying customer's understanding understanding of information and answer • Meet with external parties (DD/IFA) when the need arises • Assist with the organisation's services and product information when requested • Processing administrative requests You must have experience dealing with clients/brokers/IFA's Your Knowledge and skills: • MS Office and
management service, active case management and broker visits via email, telephone or in person with members gathering and researching information; assembling and forwarding information; verifying customer's understanding understanding of information and answer • Meet with external parties (DD/IFA) when the need arises • Assist with the organisation's services and product information when requested • Processing administrative requests You must have experience dealing with clients/brokers/IFA's Your Knowledge and skills: • MS Office and
gathering and researching information; assembling and forwarding information; verifying customer's understanding understanding of information and answer Meet with external parties (DD/IFA) when the need arises Assist with the organisation's services and product information when requested Processing administrative requests You must have experience dealing with clients/brokers/IFA's
gathering and researching information; assembling and forwarding information; verifying customer's understanding understanding of information and answer Meet with external parties (DD/IFA) when the need arises Assist with the organisation's services and product information when requested Processing administrative requests You must have experience dealing with clients/brokers/IFA's
system Process membership amendments, i.e. client information, continuations Respond to customer queries timeously Assist with managing daily workflow Liaise with brokers and members Effective and timeous communication (TCF) Knowledge of The Protection of Personal Information Act (POPIA) and the ability to apply this in
system Process membership amendments, i.e. client information, continuations Respond to customer queries timeously Assist with managing daily workflow Liaise with brokers and members Effective and timeous communication (TCF) Knowledge of The Protection of Personal Information Act (POPIA) and the ability to apply this in