business
Annual Reviews
business
Annual Reviews
for new business Ensuring inception of the policy once documentation has been submitted Liaison between communicate billing to employer Once employer approves billing or once the amendments have been noted to the employer for their records Annual Reviews Once rate review is received – check the rates Rates informed at all times Send confirmation to employer once withdrawal is finalized. Make sure the next month's informed at all times. Send confirmation to employer once claim is finalized. Make sure the next month's billing
for new business Ensuring inception of the policy once documentation has been submitted Liaison between communicate billing to employer Once employer approves billing or once the amendments have been noted to the employer for their records Annual Reviews Once rate review is received – check the rates Rates informed at all times Send confirmation to employer once withdrawal is finalized. Make sure the next month's informed at all times. Send confirmation to employer once claim is finalized. Make sure the next month's billing
for new business Ensuring inception of the policy once documentation has been submitted Liaison between communicate billing to employer Once employer approves billing or once the amendments have been noted the employer for their records. Annual Reviews: Once rate review is received – check the rates Rates informed at all times Send confirmation to employer once withdrawal is finalized. Make sure the next month's informed at all times. Send confirmation to employer once claim is finalized. Make sure the next month's billing
for new business Ensuring inception of the policy once documentation has been submitted Liaison between communicate billing to employer Once employer approves billing or once the amendments have been noted the employer for their records. Annual Reviews: Once rate review is received – check the rates Rates informed at all times Send confirmation to employer once withdrawal is finalized. Make sure the next month's informed at all times. Send confirmation to employer once claim is finalized. Make sure the next month's billing
000 plus benefits (medical aid & funeral fund) once made permanent.
Prospective customers are to be followed-up at least once a week per telephonic or email Prospective customers contacted at least once (1) times per month with a follow-up customer visit once a month CUSTOMER RETENTION the Sales Manager and Sales Administrator at least once a month, electronically emailed Care and Grow your
role
Experience handling multiple projects at once while adhering to deadlines
Experience with