appropriate insurance products and solutions to clients Customize insurance policies to fit clients' specific needs concepts and terms to clients Provide ongoing customer service to existing clients, ensuring their needs
appropriate insurance products and solutions to clients Customize insurance policies to fit clients' specific needs concepts and terms to clients Provide ongoing customer service to existing clients, ensuring their needs
policies
screening questions. Processing of bank statements, customer and supplier invoices and recons. Admin VAT and
With a relentless commitment to excellence and customer satisfaction, they're a trusted partner for
timely collection of outstanding amounts. Handling customer invoices, deposits, and communication via phone ensure smooth monthly billing procedures. Managing customer master data. Performing any other necessary tasks
reconcile balance sheet accounts, review supplier and customer payments weekly, lead monthly financial reporting reports. Performing reconciliations for supplier/customer accounts and bank transactions. Managing team
Parts, and Services to all existing and potential customers. • Bank Recons • Expenses • Debtors and Creditors
standards, collecting accounts by contacting customers referred by clerks, investigating circumstances
timely payments to suppliers and follow up on customer payments. Bank Reconciliation Reconcile bank statements