customer queries · Preparation of journal entries · Copies of documents (invoices, credit notes, statements
Submit full cv with references and clear certified copies of ID, matric certificate and drivers licence with
appropriate channels. Work with copy editor to ensure that accurate copy is used in all design elements
appropriate channels. Work with copy editor to ensure that accurate copy is used in all design elements
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: • Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial BDM or Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: • Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial BDM or Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant
policies; handling claims; providing customer service; and ensuring organisational efficiency. Managing Managing insurance policies Handling claims Customer Service Ensuring organisation efficiency 3 years' insurance management skills Insurance knowledge and customer service expertise Strong organisational skills Excellent
policies; handling claims; providing customer service; and ensuring organisational efficiency. Managing Managing insurance policies Handling claims Customer Service Ensuring organisation efficiency 3 years' insurance management skills Insurance knowledge and customer service expertise Strong organisational skills Excellent
professionally assist walk-in clients and client services administration. Ensure that the reception area clients over the telephone (TCF) Provide client services administration support Attend to all demutualization submission of claim documents, general non advisory service and informing clients on documents needed at claim the Insurance Industry Certificate in Customer Service The post Receptionist – Long Term Insurance appeared
Responsibilities: Align and build capabilities and services in line with strategic projects and architecture architecture to utilize micro services. Integrate services through cloud native services with the broader Group and maintaining improvement. Display a customer service approach to the users (Advisers and internal business)