About the Company Reputable High Net Worth (HNW) Insurance Broker
About the Job - Assist the Consultants in sales support work
- Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
- Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele)
- Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
- Submission of application documentation to insurance companies
- Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
- Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
About the Manager / Team You will be working alongside experienced Case Managers