As a Broker Assistant, you will play an integral role in supporting brokers by assisting with the administration of life, short-term, and investment products. Your main responsibilities will include managing client documentation, processing claims, handling policy changes, and maintaining efficient filing systems. You will ensure the smooth operation of the brokerage and contribute to building strong client relationships. […]
•⁠ ⁠Request quotations, prepare compliance documents, and submit applications.
•⁠ ⁠Follow up on requirements, download statements, and manage claims.
•⁠ ⁠Handle policy changes...