client servicing, portfolio requests and business retention.
client servicing, portfolio requests and business retention. Assist Wealth Advisor in managing their workflow
arrangements of unpaid premiums.
and arrangements of unpaid premiums. • Policy retentions and cancellations. • Scheduling and facilitating cancellations and executing effective business retention strategies. • Processing refunds as required with
and arrangements of unpaid premiums. • Policy retentions and cancellations. • Scheduling and facilitating cancellations and executing effective business retention strategies. • Processing refunds as required with
Management and arrangements of unpaid premiums. Policy retentions and cancellations. Scheduling and facilitating cancellations and executing effective business retention strategies. Processing refunds as required with
Management and arrangements of unpaid premiums. Policy retentions and cancellations. Scheduling and facilitating cancellations and executing effective business retention strategies. Processing refunds as required with
customer service, business growth and client retention objectives in line with the mandate by sourcing
Account Executives and clients to ensure business retention and profitable growth.
feedback on high level technical queries. Strong retention (profitability and growth) focus. Working within