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
Schedules are up to date and accurate.
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
Schedules are up to date and accurate.
Schedules are up to date and accurate.
Shortfalls & Opportunities, Astute downloads to Data Capturer
level 4 qualification. Work experience Lease data capture experience. Lease administration experience
level 4 qualification. Work experience Lease data capture experience. Lease administration experience
fee charges. Ensure housekeeping, cases and data capturing is completed accurately in relevant systems