An Assistant Insurance Manager supports senior management by overseeing daily operations, managing teams, handling complex claims/policies, ensuring regulatory compliance, and improving processes, requiring strong leadership, customer service, analytical skills, and knowledge of insurance policies, regulations, and software to drive department…
Key Responsibilities Offering specialised insurance advice to clients Assessing client needs Policy selection Assess clients' financial portfolios A financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key…
Client relationship management: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status. Financial planning and strategy: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans,…