Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
answer and manage all incoming department telephone calls in a friendly and professional manner are well groomed
clients Life/Investment Planning requirements Calling for policy information To assist where necessary
answer and manage all incoming department telephone calls in a friendly and professional manner are well groomed
when required. Receive, screen and direct incoming calls, when required. Compose and / or edit correspondence
when required. Receive, screen and direct incoming calls, when required. Compose and / or edit correspondence
relationship building/management, courtesy client calls, managing customer feedback and overseeing customer
Monitor and control customer service through monthly call cycle: Ensure there are no gaps on shelves. Check
Monitor and control customer service through monthly call cycle: Ensure there are no gaps on shelves. Check