-Transferring quotes data to excel and or PowerPoint. -General reporting and planning as required by Advisors
Prepare and maintain financial records, including general ledgers and bank reconciliations • Ensure accuracy
-Transferring quotes data to excel and or PowerPoint. -General reporting and planning as required by Advisors
and non-motor claims and assist clients with any general and claim-related queries. Capturing all new claims
and non-motor claims and assist clients with any general and claim-related queries. Capturing all new claims