independent Financial Brokerage, our client provides exceptional and unique services to professionals within the professional service it has provided it's clients for over 30 years. Work with company book of clients to meet advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive products and services in a professional manner, building rapport and confidence in the clients. Work with communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
independent Financial Brokerage, our client provides exceptional and unique services to professionals within the professional service it has provided it's clients for over 30 years. Work with company book of clients to meet advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive products and services in a professional manner, building rapport and confidence in the clients. Work with communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
profitability of the Company by providing excellent service and maintaining relationships. Manage and organize repairers, service providers and partners, without compromising quality or harming client retention initiatives different people internally and externally to improve service, efficiency, and improve presentation of information
underwriting criteria is requested and adhered to both by clients as well as brokers and administrators. Claims Assisting Administration. Develop relationships with clients and ensure high levels of service. Assist with underwriting queries
underwriting criteria is requested and adhered to both by clients as well as brokers and administrators. Claims Assisting Administration. Develop relationships with clients and ensure high levels of service. Assist with underwriting queries
Manage full accounting and tax function of client portfolio. Produce monthly management reports. Full ✓ The candidate will be required to travel to clients at various locations. The candidates must possess