request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 &
business opportunities. Provide exceptional customer service and support. Collaborate with internal teams to
business opportunities. Provide exceptional customer service and support. Collaborate with internal teams to
All candidates must be passionate about customer service and must be willing to go ‘above and beyond' to
All candidates must be passionate about customer service and must be willing to go ‘above and beyond' to
selling product and meeting customers' needs. Service existing accounts, obtains orders and establishes advantage but not a specific requirement. Customer service Product knowledge Client relationships Good time
journey, as well as providing the highest caliber of service and experience to the customer in order to grow
journey, as well as providing the highest caliber of service and experience to the customer in order to grow
(PREMIUM/SALES REPRESENTATIVE) Database management Call and service a total number of outlets as per MSOP (database) client volume into outlets using a Distribution Service (if applicable). Availability Sell client focus
Principles and practice Customer and Personal Service Clerical and administrative procedures Be professional