Planner and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection quotes and applications – hand documents to Service Manager to include in production report. Capture policy unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance
Planner and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection quotes and applications – hand documents to Service Manager to include in production report. Capture policy unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance