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
providing an end-to-end service and support to brokers.
Key ResponsibilitiesBroker Services
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
Assist with managing daily workflow Liaise with brokers and members Effective and timeous communication
Assist with managing daily workflow Liaise with brokers and members Effective and timeous communication
You must have experience dealing with clients/brokers/IFA's