assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management
relevant staff members for meetings Controlling incoming and outgoing courier items, and other mail delivered
relevant staff members for meetings Controlling incoming and outgoing courier items, and other mail delivered
refreshments upon arrival. Answer, screen and forward incoming phone calls Ensure reception area is tidy and
targets of turnover, yield and non-interest bearing income
(project management software).
of the company. This position involves handling incoming orders, coordinating with various departments