thinking in order to generate and monitor all Life New business transactions, risk, pre- & post-retirement following the new business process to ensure the successful finalization and issue of all new business, whilst Servicing:
at short notice Key Performance Areas: • Monitor new client engagement, from scoping of requirements to revenue investigations, annual budget inputs • Drive new business development opportunities outside of the (developmental role) • With marketing engage with new clients to fully understand and document the provision review of existing clients – scope of work, revenue • New client onboarding timeline • Participate in management/operations Technical Manager to understand and monitor critical new IT system deliverables • Management of business deliverables
reviews of debtors performance and KPI's · Drive new sales opportunities while managing existing client relationships, · Oversee the smooth integration of new client take on, · Prepare comprehensive reports ·
reviews of debtors performance and KPI's · Drive new sales opportunities while managing existing client relationships, · Oversee the smooth integration of new client take on, · Prepare comprehensive reports ·
Queries Payments preparation on Excel / Share-point New Creditor Account applications Petty Cash: Monitoring contracts and new contracts Banking: Pulling Bank confirmation letters Requesting new debit cards for
ents preparation on Excel / Share-point
for staff (Bookkeepers) and clients where required New staff training taking them through A-Z of the bookkeeping Business plans for prospective new franchisees in order for them to get financing New staff set-up (computers desks, IT requirements, stationery, etc) Manage the new store process Check provisional tax calculations for staff (Bookkeepers) and clients where required New staff training taking them through A-Z of the bookkeeping Business plans for prospective new franchisees in order for them to get financing New staff set-up (computers
the bargaining councils online portal, · Loading new employees on the portal · Monthly submission of bc
the bargaining councils online portal, · Loading new employees on the portal · Monthly submission of bc