customers are loaded correctly in ERP system
forward planning on the monthly overview
customers are loaded correctly in ERP system Data capture customer details into the companies CRM system
& forward planning on the monthly overview Data capturing information, overseeing driver that effective
& forward planning on the monthly overview Data capturing information, overseeing driver that effective
Schedules are up to date and accurate.
Data capture of client demographic data on client relationship
management system XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette