Broker Assistant – Life Administrator
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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 & email 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 on 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 the conclusion o Functions & Presentations o Following up on Leads daily, weekly o Checking on commission statements – Group |
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