Client Servicing Consultant (Administration)

Client Servicing Consultant (Administration) - Centurion

Job Summary

Responsible for handling all administration requests related to client inquiries and providing assistance to clients and all consultants.

Key Responsibilities

• Health servicing : submitting applications and servicing the sales consultant's clients.
• Wealth servicing : submitting applications and servicing the sales consultant's clients.
• Short-term servicing : submitting applications and servicing the sales consultant's clients.
• Fill out applications and assist with medical questionnaires.
• Use Zoho to submit applications to admin and follow up on their statuses.
• Manage a diary, set appointments, tasks, and follow-ups.
• Assist current clients with queries.

Additional Information

KPI's to be determined quarterly at management's discretion. Meetings and interactions are required as needed by management.

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