clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
marketing team and coordinate training and other broker functions. Matric Post Graduate B.Comm, Engineering Stats Preparation: Broker Premium consolidation Broker information consolidation Broker target consolidation consolidation Broker area distribution Marketing Training: Powerpoint Presentation preparation Research for Marketing
necessary broker satisfaction.
Analyst to spearhead interactions with clients, brokers, and insurers, ensuring seamless processing and necessary broker satisfaction. Handling of broker telephone and email queries to limit broker complaints Pro-actively manage broker expectation and ensure that all communication to brokers are completed timeously
Analyst to spearhead interactions with clients, brokers, and insurers, ensuring seamless processing and necessary broker satisfaction. Handling of broker telephone and email queries to limit broker complaints Pro-actively manage broker expectation and ensure that all communication to brokers are completed timeously
information is accurate prior to being sent to Brokers. Closely monitor and analyse new business quotations underwriting philosophy. Conduct weekly spot checks on all broker productivity completed by the underwriters. Monitor unpaid premiums, as the Team Leader, ensure that brokers and their respective clients are contacted in an customer relationships by building rapport with brokers and clients. Give clear directions and instructions wordings and processes to give correct advice to brokers. Perform data analytics and underwriting audits
information is accurate prior to being sent to Brokers. Closely monitor and analyse new business quotations underwriting philosophy. Conduct weekly spot checks on all broker productivity completed by the underwriters. Monitor unpaid premiums, as the Team Leader, ensure that brokers and their respective clients are contacted in an customer relationships by building rapport with brokers and clients. Give clear directions and instructions wordings and processes to give correct advice to brokers. Perform data analytics and underwriting audits
strengthen recovery outcomes.
information from new business file provided by the broker and inserting information into Discovery Smart insurance broker appointments Full review of fund choices within the client's portfolio. Broker has a maximum