Broker Assistant – Life Administrator (EKE148)

Fourways
Salary: R 15 000 to R 20 000 basic + incentives + comm + medical hospital cover + life insurance + uniforms

Responsibilities:
• Working closely with and building relationships with the Brokers.
• Taking Broker Notes: Full and comprehensive notes which are to be loaded onto an X Plan Task (Minutes of meetings)
• Ensuring Broker TARGETS met
• Portfolio preparation & analysis
o Updating schedules & Broker assistance,
o Quotation, Collaboration & Preparation for the presentation of Buy & Sells
o Quotations and preparation of presentations for Key Person o Preparation of Group Scheme/employee Benefit quotes
o Actively assessing, Identifying and checking client portfolios and segmentation groups
o Checking that all USER GROUPS are linked – Directors, Shareholders, Trusts, Trustees, Companies, Employees, Buy & Sells etc …and that Buy & Sells are linked
o FNA’s preparation and ensuring the FNA’s are prepared in advance by a minimum of 7 working days
o Identify Shortfalls & Opportunities
• Queries telephonic & e mail
• Changes to buy and sells and ensuring that Buy & Sells are reviewed annually
• opportunities and possible cross pollination of Database C.O.L (Counter offer letters), Deferred, Declined Creating and following up of TASKS Telephonic reviews & assisting Broker/s with general Client reviews internal & external Technical queries & Broker support on Technical issues Quotes, In-house Servicing, Upgrades and campaign follow through Liaising with Broker Consultants Client visits when necessary Identify marketing opportunities and provide Team training
• Keep up to date with the latest legislation and Industry Trends
• Continual monitoring and tracking of the new business pipeline and following up on new business outstanding requirements
• Attending launches & training sessions with and possibly on behalf of Brokers and if necessary bringing the info back to the office for an in-house training session
• General Group Scheme
o Sales & after sale loading of schemes to Insurer & submission
o Checking on Medical requirements for the schemes and following up with medicals until conclusion
o NSBC Functions & Presentations
o Following up on NSBC Leads daily, weekly
o Checking on commission statements – NSBC Group