Insurance Portfolio Support Specialist
3 hours ago
Job Description:
This role is focused on providing efficient support to brokers for ongoing portfolio growth. The position involves preparing and administering all insurance-related documentation, processing orders, invoicing, reconciliations, debtor follow-ups, and ad hoc tasks.
- Main Responsibilities:
- Assisting in the preparation and administration of all insurance-related documentation;
- Processing orders, invoicing, reconciliations, debtor follow-ups, and ad hoc tasks;
About the Role:
The Client Services Specialist plays a crucial role in ensuring the success of our business by delivering exceptional service to brokers.
Key Skills:
- Required Skills and Qualifications:
- Extensive administration experience, preferably within financial services, with a strong background in insurance;
- Exceptional attention to detail, a hands-on approach, and excellent written and verbal communication skills;
- Ability to work autonomously with an action-oriented approach and meet strict deadlines;
- High level of emotional intelligence and time management skills.
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