Data capture customer details into the companies CRM system Support customers with any quality claims
Creating and maintaining client records via our CRM system Learning and understanding various Australian
Creating and maintaining client records via our CRM system Learning and understanding various Australian
documents using word processing, spreadsheet, database, CRM, or presentation software. File and retrieve corporate
documents using word processing, spreadsheet, database, CRM, or presentation software. File and retrieve corporate
Proficient in Google Sheets. Proficient in building CRM systems. Understanding of Github. Understanding of
statements (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
statements (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current
missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current