Financial Advisor (Long Term)

Standard Long Term Financial Advisory duties will apply. Face to Face Client Meetings/Sales/Policy Administration/Follow Up Service/Relationship building/Client retention. Previous/Current experience in same position essential.

Short-Term Insurance Administrator

Do short-term insurance quotations and comparisons for brokers. Process amendments on existing policies. Identify gaps in client’s insurance cover. Process short-term insurance claims. Keep track and follow up on arrear premiums. Plan and process monthly renewals. Answer and direct incoming calls from clients.