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6

client executive

  • Identify prospective personal lines clients through referrals and other prospecting techniques.
  • Build a quality pipeline of leads.
  • Develop submissions of insurance for engaged clients.
  • Quote between 80-120 prospects per month; or as needed to meet production plan.
  • Follow all quality control and underwriting procedures established by the Company.
7

client executive

  • Ledger creating on excel sheet on daily basis of clients daily trading history
  • Delivery of Jobs.
  • Liaising with clients such as attending queries, draft resolutions and preparation of board minutes;
  • Liaising with the FSC and ROC for transfer of shares , filing of accounts, filing issue of shares and filing of statement of particular charges;
8

client executive

  • Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities;
  • Preparation of financial summary for GBC1 and GBC2;
  • Attending to clients queries relating to accounting;
  • Liaise with auditors for accounts; and
  • Filing of accounts with the FSC 
9

client executive

  • Maintain risk profiling and AML checklist on a regular basis;
  • Carry out due diligence on Clients as well as conducting world checks;
  • Liaising with the Mauritius Revenue Authority for the allocation of Tax Account Number for new entities;
  • Applying for Tax Residence Certificate and renewal of same; and
  • Ensure that statutory and client deadlines are met;
  • FATCA and CRS reporting; and
  • Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities