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
who is committed, dedicated and willing to go the extra mile for the company, the team and our clients.
who is committed, dedicated and willing to go the extra mile for the company, the team and our clients.
Controll Exp Financial assistance when needed Capture Incoming stock in system Order stock Process customer orders
Assist with data entry and record keeping Handle incoming and outgoing mail and packages Maintain a clean