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:
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 ·
ents preparation on Excel / Share-point
satisfaction • Sales and relationship management: drive new sales opportunities while managing existing client the drive for automation and the introduction of new processes within the debtor's function, aiming to onboarding and liaison: oversee the smooth integration of new client take-on and act as a key liaison between stores satisfaction • Sales and relationship management: drive new sales opportunities while managing existing client the drive for automation and the introduction of new processes within the debtor's function, aiming to
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
(bookkeepers) and clients where required;
staff (bookkeepers) and clients where required; New staff training taking them through A-Z of the bookkeeping plans for prospective new franchisees in order for them to get financing; New staff set-up. (computers IT requirements, stationery, etc); Managing the new store process; Involved with banks or FeverTree in