Support Relationship Managers and Branch Leaders to improve customer satisfaction.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
...
Proficiency with office productivity and collaboration tools (e.g., MS Office, spreadsheets, document management) and the ability to maintain accurate records.
Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams and external stakeholders.
Strong organizational and time management skills, with attention to detail and the ability to handle multiple deadlines.
...