Broker Support

Watershed Consulting

Kroonstad, South Africa

Introduction

Broker Support clerk needed to provide administrative support to the sales team in the region.

Duties & Responsibilities

Provide administrative support to the brokers & representatives

• Handling telephone enquiries from brokers & reps

• Prepare quotations for brokers and reps in the sales managers’ absence.

• Verify the completeness of policy applications from brokers only

• Distribute correspondence to brokers and reps

• Distribute and handle enquiries regarding commission statements

Administrate new business

• Collate new business and distribute to various data capturers

• Distribute queries to various sales managers and/or brokers and reps in their absence

Provide general administration

• Keep record and escalate Representatives and Brokers client services queries

• Assist SM with general Admin Duties.

• Assist SM with Quarterly Meetings.

• Order stationery and distribute to various sales managers

• Daily production stats updates,

• Compiling of... More Detail

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