application through to DCS. Application forms must be checked in detail prior to scanning and e-mailing them and cc your broker. It is your responsibility to check the DCS tracking daily and assist by providing DCS relevant feedback. Acceptance letters must be checked to ensure date of commencement, spelling, premium onto the CRM system Existing clients need to be checked and info needs to be updated Take 5 files a day sure that all our clients get to GOLD Vitality status every year. Once a policy has been accepted and
application through to DCS. Application forms must be checked in detail prior to scanning and e-mailing them and cc your broker. It is your responsibility to check the DCS tracking daily and assist by providing DCS relevant feedback. Acceptance letters must be checked to ensure date of commencement, spelling, premium onto the CRM system Existing clients need to be checked and info needs to be updated Take 5 files a day sure that all our clients get to GOLD Vitality status every year. Once a policy has been accepted and
compilation and circulation Tracking status of pipeline and activity status Ensure weekly/monthly and quarterly
compilation and circulation Tracking status of pipeline and activity status Ensure weekly/monthly and quarterly
group of companies dealing with interalia:
availability and servicing checks.
report on customer success metrics • Drive regular check-ins with key accounts to continue growing the account external stakeholders updated and informed of account status, health, risks, mitigation etc. • Keep relevant
CRM tool. Keep Partners updated with regards to status of products availability, ETA’s, especially in including, processing of orders and invoicing etc. Check that all of your own orders are invoiced accurately Rectron SLA time frame Proactively communication status updates to resellers, especially in times where office. Your backup must have deep knowledge on the status of your pending deals, as well as current order
Accurately account for all vehicles, match the checks to the information provided on the system : i.e when required and movement of cars to traders Checking vehicle specifications Valid Driver's License
territory/marketâs potential, track sales, and status reports