screening, endorsements, rating and handling of account queries. Underwriting: Process quotes, new business presentations, quotations and client portfolio packs Assisting the Brokers in compiling reports and schedules
data • Capable planner • Basic understanding of accounting fundamentals • Ability to learn and adapt quickly
data • Capable planner • Basic understanding of accounting fundamentals • Ability to learn and adapt quickly
month. Assist with processing orders for colleagues when absent or excessive workloads. Assist with ad-hoc
month. Assist with processing orders for colleagues when absent or excessive workloads. Assist with ad-hoc
Responsibilities : Manage the opening of new Group and COD accounts through the respective channels. Manage the accurate
Responsibilities : Manage the opening of new Group and COD accounts through the respective channels. Manage the accurate
and/or intermediary service providers. Numeracy – Accounting and Data analytics Microsoft Access Sound knowledge
and/or intermediary service providers. Numeracy – Accounting and Data analytics Microsoft Access Sound knowledge
will have: Proven experience in Customer Success, Account Management, or a similar customer-focused role