returns while providing client satisfaction and retention.
Roles and
management systems are designed to drive customer retention and increase brand loyalty.
As a
a positive environment that results in staff retention. Ensures that all staff adhere to compliance requirements
indicators of the role will be client acquisition, retention and growth of clients, market research and relationship
a positive environment that results in staff retention. Ensures that all staff adhere to compliance requirements
includes but is not limited to the following: Member retention and customer services Maintain risk profile of
maintain invoicing data types and uphold document retention standards. - Upload, archive, and file invoice
policies onboarded New brokers onboarded Policy retention rate Broker utilization rate Broker specific loss
indicators of the role will be client acquisition, retention and growth of clients, market research and relationship
includes but is not limited to the following: Member retention and customer services Maintain risk profile of