<< Back to Careers Client Servicing Consultant (Administration)

Centurion

R10 000

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants 

Health servicing  Submitting applications  Servicing the sales consultant’s clients  Wealth servicing  Submitting applications  Servicing the sales consultant’s clients   Short term servicing  Submitting applications  Servicing the sales consultant’s clients  KPI’s to be determined on a quarterly basis at the discretion of management  Meetings and interactions are required as needed by management  Fill out applications  Assist with medical questionnaires  Use Zoho to submit applications to admin  Follow up and report on the statuses of the submitted applications  Managing a diary and setting appointments, tasks, and follow ups Assisting current clients with queries

Posted 2024-01-10

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