the ability to translate financial data into executable insights. Excellent communication and interpersonal supply of data for informed decision-making. Business savvy and insights: Supply insightful analyses and
the ability to translate financial data into executable insights. Excellent communication and interpersonal supply of data for informed decision-making. Business savvy and insights: Supply insightful analyses and
communications skills. High energy individual who is customer centric and relationship orientated. Methodical of Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support:
rules and high-cost medication appropriateness. Customer Service: Investigate hospital claim queries within Teamwork Examining information (interrogate claims data) Articulating information Upholding standards Accountability
rules and high-cost medication appropriateness. Customer Service: Investigate hospital claim queries within Teamwork Examining information (interrogate claims data) Articulating information Upholding standards Accountability
assigned customers and send to Customers on time. Maintain the payment schedule of assigned customers and and ensure that payment is made on time by the customers. Review creditors reconciliations and creditors
assigned customers and send to Customers on time. Maintain the payment schedule of assigned customers and and ensure that payment is made on time by the customers. Review creditors reconciliations and creditors
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
communication skills (both writing and verbal) Customer centricity – passionate about client service Well