OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
on matters with matter numbers;
packs
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company
skills ● Logical thinking ● Prepared to go the extra mile ● Team player Duties: ● Capturing daily banking
hardworking, likes to prove themselves and goes the extra mile.
Duties: