Position Closed: Client Servicing Consultant (Administration)

This Position is Closed

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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