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