compliance with legal requirements
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Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
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
activities.
Control sub-contractors.
Ensure call out book is filed out correctly with time in/out
Monitor and control customer service through monthly call cycle: Ensure there are no gaps on shelves. Check