- Role Overview:This role is responsible for supporting the Sales Director for preparing presentations materials and gathering documentation from clients etc. This is a top tier financial services company.Key Responsibilities:Responsible for preparing high-quality presentation materials for client meetingsOversee the coordination and scheduling of medical examinations for clients, ensuring a seamless and efficient experience throughout the insurance applicatRole Overview:This role is responsible for supporting the Sales Director for preparing presentations materials and gathering documentation from clients etc. This is a top tier financial services company.Key Responsibilities:Responsible for preparing high-quality presentation materials for client meetingsOversee the coordination and scheduling of medical examinations for clients, ensuring a seamless and efficient experience throughout the insurance applicat
- Key Responsibilities:Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.Act as a key liaison, providing face-to-face supportKey Responsibilities:Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.Act as a key liaison, providing face-to-face support
- The OpportunityOur client is looking for a Policy Servicing Officer (Aftersales), you will be a vital link in ensuring seamless post-sale support for our valuable clients. This back-office role requires a highly organized individual who can manage complex administrative tasks, maintain impeccable records, and provide proactive support to both clients and our internal teams.Key ResponsibilitiesManage all aftersales policy servicing for a portfolio of existiThe OpportunityOur client is looking for a Policy Servicing Officer (Aftersales), you will be a vital link in ensuring seamless post-sale support for our valuable clients. This back-office role requires a highly organized individual who can manage complex administrative tasks, maintain impeccable records, and provide proactive support to both clients and our internal teams.Key ResponsibilitiesManage all aftersales policy servicing for a portfolio of existi
