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requests as necessary by gathering, sorting, and making sense of necessary data.
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
work on Microsoft Excel Working knowledge of V-Look up Responsibilities: Perform data entry tasks accurately
investment decisions and the thought process of making the investment decision
send and received. Ensuring Accounts are up to date. Follow up on all the queries (Email etc.) Ensuring Completion of new Credit Applications. Taking and making phone calls on all account queries, including payments
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Keeping all filing up to date Archiving Attend relevant webinars when required and make notes on changing banking lists Insurance Submitting claims and follow-up on outstanding matters Meeting with a broker if needed related paperwork EE Sit in on meetings Draw up paperwork and make suggested changes Assist with EE filing
Keeping all filing up to date Archiving Attend relevant webinars when required and make notes on changing banking lists Insurance Submitting claims and follow-up on outstanding matters Meeting with a broker if needed related paperwork EE Sit in on meetings Draw up paperwork and make suggested changes Assist with EE filing
all filing up to date