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 Assure cases prepped for ECBU •ECBU training •Train the ECBU team on all aspects of ECBU •Identify reporting needed •Identify process enhancements •Monthly one on ones with team •Team Player •Coach •Process Champion •Customer Champion •Consultant •Risk Mitigator •Solutioner •Knowledge Manager •Capacity Creator •Relationship builder •Change Leader •Strategiser •Matric •RE5 – Essential/Must have •Degreed Preferable (Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
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