Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
Experience in a brokerage and or dealing with brokers with financial advisor experience Support Financial
and effectively communicating with the client or broker regarding their claim. To meet your daily minimum
and effectively communicating with the client or broker regarding their claim. To meet your daily minimum
other departments to resolve queries Liaise with brokers and medical service providers regarding queries
other departments to resolve queries Liaise with brokers and medical service providers regarding queries
Experience in a brokerage and or dealing with brokers with financial advisor experience. Experience in
Experience in a brokerage and or dealing with brokers with financial advisor experience. Experience in
members, potential members, employer organisations, brokers and service providers enquiring via written communication