perfect opportunity for you as a Personal Lines Broker New Business Acquisition: Your primary responsibility
perfect opportunity for you as a Personal Lines Broker New Business Acquisition: Your primary responsibility
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
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
other team members, underwriters, agents, and brokers to gather additional information or clarify data-related
other team members, underwriters, agents, and brokers to gather additional information or clarify data-related