Client Servicing Consultant (Administration)

Client Servicing Consultant (Administration) - Centurion Job Summary Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Health servicing Submitting applications Servicing the sales consultant's clients Wealth servicing Submitting applications Servicing the sales consultant's clients Short term servicing Submitting applications Servicing the sales consultant's clients KPI's to be determined on a quarterly basis at the discretion of management Meetings and interactions are required as needed by management Fill out applications Assist with medical questionnaires Use Zoho to submit applications to admin Follow up and report on the statuses of the submitted applications Managing a diary and setting appointments, tasks, and follow ups Assisting current clients with queries