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7 days ago
**Responsibilities**
- Assist the client advisory team in providing exceptional service to our high net worth clients
- Collaborate with the team to create personalized insurance solutions that address clients' specific needs
- Support the marketing efforts by conducting market research. Assist in the preparation and distribution of marketing materials, including brochures and presentations
- Assist in conducting risk assessments and evaluating potential risks associated with specific insurance policies
- Gain exposure to the underwriting process by analyzing risk factors and evaluating policy terms
- Collaborate with the team to streamline operational processes and improve efficiency
- Assist to ensure adherence to regulatory guidelines and compliance requirements
**Requirements**:
- Strong communication skills, both written and verbal, with the ability to effectively interact and convey complex information in a clear and concise manner
- Attention to detail with the ability to maintain accuracy in a fast-paced environment
- Good organizational and time management skills to handle multiple tasks and meet deadlines
- Proficient in Microsoft Office Suite, particularly Excel, Word, and PowerPoint
- Strong collaboration skills and ability to work effectively within a team
- Willingness to support colleagues and contribute to a positive work environment
- Ability to handle sensitive and confidential information with discretion and confidentiality
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