generated (including new COD accounts opened) by Internal Sales or from external source. Generate quotes
generated (including new COD accounts opened) by Internal Sales or from external source. Generate quotes
requirements. Review clients cover according to internal business procedures, or if client circumstances
requirements. Review clients cover according to internal business procedures, or if client circumstances
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client