About

Education: Bachelor's degree. or equivalent experience. Asset languages: Hindi. Panjabi; Punjabi. Work setting: Insurance company. Tasks: Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Review and evaluate new administrative procedures . MS Office. Establish work priorities and ensure procedures are followed and deadlines are met. Assist in the preparation of operating budget and maintain inventory and budgetary controls. Assemble data and prepare periodic and special reports, manuals and correspondence. Ensure appropriate forms, medical examinations and other policy requirements are completed. Monitor insurance claims and respond to clients' enquiries. Investigate complaints. Computer and technology knowledge: MS Excel. Area of specialization: Wealth management. Reports. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Large caseload. Tight deadlines. Work under pressure. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Judgement. Organized. Team player. Integrity. Quick learner. Experience: 1 year to less than 2 years. Financial benefits: Bonus. Other benefits: Free parking available.