The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process client
The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process client
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
requests
telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution telephone within 2 rings and resolving the client/broker query/request in a professional and timely manner
management service, active case management and broker visits via email, telephone or in person with members You must have experience dealing with clients/brokers/IFA's Your Knowledge and skills: • MS Office and
management service, active case management and broker visits via email, telephone or in person with members You must have experience dealing with clients/brokers/IFA's Your Knowledge and skills: • MS Office and
and effectively communicating with the client or broker regarding their claim.
To meet your daily
Assist with managing daily workflow Liaise with brokers and members Effective and timeous communication