Client Servicing Consultant (Administration)

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