Duane Thomas Meyers

Assisting with Payroll

Processing of Companies PAYE

TAX returns for Businesses and Individuals

• Meeting with prospective clients.
• Obtaining relevant information to asses and assist with Business Insurance.
• Building and maintaining relationships.
• Servicing of clients and assisting with claims.
• Collaborated with colleagues to address complex client requirements and deliver comprehensive insurance packages.
• Increased client satisfaction by identifying coverage gaps and recommending appropriate insurance solutions.

• Meeting with prospective clients on a daily basis.
• Obtaining information to asses and process prospective financial solutions.
• Building and maintaining client relationships.
• Dealt with Long Term insurance, Investments and Short term Insurance.

• Meeting with clients on a daily basis. (between 8 and 10 appointments daily)
• Gathering of information to draft Wills.
• Drafting of Wills and Estate Planning.
• Providing Insurance products to clients to manage any shortfalls within their Estates.
• Daily reporting on clients and meetings scheduled.

• Appointing of new employees
• Training
• Sales
• Quality of policies sold
• Day to Day operations
• Setting up new employee records and various office documentation.
• Reporting.
• Drafting of reports to re-insurers as well as underwriters.

• Meeting with prospective clients on a daily basis.
• Obtaining information to asses and process prospective financial solutions.
• Building and maintaining client relationships.
• Dealt with Long Term insurance, Investments and Short term Insurance.