Provide administrative services to the Unit in support of new business, client servicing, portfolio requests members to ensure proactive and seamless client service. Check that all documents received from Para Planner on quotes and applications – hand documents to Service Manager to include in production report. Capture decisions within the job parameters. Customer service orientation. Market Related
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests members to ensure proactive and seamless client service. Check that all documents received from Para Planner on quotes and applications – hand documents to Service Manager to include in production report. Capture decisions within the job parameters. Customer service orientation. Market Related