implement advice in respect of insurance needs and solutions to the company clients in conjunction with the Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other circumstances change. Acquire short term insurance leads from the company's financial planning partners.
implement advice in respect of insurance needs and solutions to the company clients in conjunction with the Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other circumstances change. Acquire short term insurance leads from the company's financial planning partners.
insurance analysis, quoting and suggesting suitable solutions. Draw and compare quotations from different insurers
insurance analysis, quoting and suggesting suitable solutions. Draw and compare quotations from different insurers
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing Financial Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and