•Responsible for generating turnover of Asset Under Management for the firm.•Assisting clients by understanding of their financial objectives and life-cycle stage and constructing/recommending appropriate bespoke wealth management strategies to match same.•Keep abreast of other opportunities in the market to create alternative investment products that will fit into the clients' investment profile.•Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.•Obtaining and maintaining clients data and documentation in a compliant manner.•Actively manage clients relationship and proactively help to resolve issues and concerns.

• Management of corporate, group and individual claims.• Claims administration and payment.• Competently scrutinize documents presented for claims.• Physical investigation of presented claims.• Preparing, and presenting monthly, quarterly, and annual report.• Periodic calculation of loss ratio to guide underwriters towards rating new businesses and renewals of existing ones.• Liaising with brokers, agents, and customer service to ensure proper service delivery.

• Effectively analyze and monitor market trends and customers’ requirements.• Handle company’s social media accounts.• Sending bulk texts and e-mails to clients on eventful days and birthdays.• Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.• Liaise with the companies’ insurance agents to resolve clients’ requests.• Understand and provide necessary information on company’s insurance policies and products.• Confirmation of policy status.