Life/Investment Planning requirements
answer and manage all incoming department telephone calls in a friendly and professional manner are well groomed
clients Life/Investment Planning requirements Calling for policy information To assist where necessary
answer and manage all incoming department telephone calls in a friendly and professional manner are well groomed
relationship building/management, courtesy client calls, managing customer feedback and overseeing customer
when required. Receive, screen and direct incoming calls, when required. Compose and / or edit correspondence
when required. Receive, screen and direct incoming calls, when required. Compose and / or edit correspondence
activities.
Control sub-contractors.
Ensure call out book is filed out correctly with time in/out
classes
relationship building/management, courtesy client calls, managing customer feedback and overseeing customer