Vacancy Description
Category: Insurance Location: Sandton Salary: Market-related Our client is deeply committed to transforming and embracing diversity to achieve a diverse workplace, with employment equity as a key goal to create an inclusive workforce. In alignment with these employment equity goals, preference will be given to applicants from designated groups, and people with disabilities are highly encouraged to apply. Key Responsibilities: Client Engagement: Conduct face-to-face client meetings and arrange on-site client appointments. Client Service: Handle client queries , provide consistent feedback to clients , and manage client retention. Portfolio & Risk Management: Handle new applications and quotations , manage underwriting, and oversee client renewals. System & Record Management: Maintain the MyPractice system , record accurate details on relevant systems , and manage detailed administrative documentation and records. Compliance: Ensure full FAIS compliance across all processes. Relationship...
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