Job Description

.Communicate effectively with customers both by phone, email and in writing

.Maintenance of client and portfolio records on Intelligent Office (IO) back office system

.Obtaining quotes and projections from product providers

.Processing new business and issuing policy documents/contract notes

.Liaison with investment/insurance companies/platforms to ensure that all matters are brought to an early conclusion

.Ensure all new business compliance requirements are met

Required Knowledge, Skills, and Abilities