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 A
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
packs
from EH • Updating budgets and expected divisional income in line with client portfolio • Attendance of meetings behalf of, client • Calculation of commissions/fees earned for services rendered by department • Updating
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
report • Ensure all balance sheet, Payroll and Income Statement recons are accurate and done on time staff and review performance • Ensure all regional income statements are accurate, and distributed on time managers • Responsible for all balance sheet and income statement recons • Assist in the preparation of