Office (Word, Excel, PowerPoint, Outlook, Teams) Knowledge of service provider products and their online websites professionalism essential Key Performance Areas: Servicing of existing clients, including reviews of their are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing financial business opportunities and market the range of services and products offered – Compilation of proposals
loss percentage’s and standards Provide support for team by calculating financial impact Provide value adding
accounts Reconciliation of intercompany accounts • Team Player • Strong work ethics • Accuracy • Attention
activities • Cost reduction Personal Attributes: · Team Player · Strong work ethics · Accuracy · Attention