the claim information onto the system • To verify and update any client personal information changes on on the system policy record • To assess the validity of the claim in accordance with the terms and conditions document and to make the relevant claim notes on the system • To ensure a clients claim expectation is adequately
the claim information onto the system • To verify and update any client personal information changes on on the system policy record • To assess the validity of the claim in accordance with the terms and conditions document and to make the relevant claim notes on the system • To ensure a clients claim expectation is adequately
project tasks related to sales to ensure seamless information flow between departments and external parties Gather & populate the costing & stock information accurately & timeously. Ensure stock has ensure timely responses and information flow. Gather necessary information to address client inquiries digital filing systems, databases, and spreadsheets. Create and manage filing systems, update spreadsheets spreadsheets, and store sensitive information securely. Handle tasks such as opening sales files, creating
department. This role involves using Microsoft 365 system and Xero Accounting, handling lead processes, and assigning leads. Manage and update customer information in the CRM system. Sales Team Support: Provide comprehensive various reports for the Sales team. Monitor in-house systems for leads and generate leads for the Sales team
department. This role involves using Microsoft 365 system and Xero Accounting, handling lead processes, and assigning leads. Manage and update customer information in the CRM system. Sales Team Support: Provide comprehensive various reports for the Sales team. Monitor in-house systems for leads and generate leads for the Sales team
Working knowledge of safety management information systems is a plus. Exposure to various working conditions requirements of the companies Quality Management System. (Follow-up on quotations and services required the requirements of the companies SHE Management System. (Manage Medical Surveillance Program, COID (IOD’s) Management: Implement and maintain safety management systems to identify and mitigate workplace hazards, ensuring
instructions on our CRM system Create template letters and documents on CRM system Manage our due diligence Leadership Systems champion – ability to trouble shoot and project manage the team for systems processes external web portals Supply imagery and property information for marketing campaigns Skills Required 5 - 7
instructions on our CRM system Create template letters and documents on CRM system Manage our due diligence Leadership Systems champion – ability to trouble shoot and project manage the team for systems processes external web portals Supply imagery and property information for marketing campaigns Skills Required 5 - 7
changes to information resulting from AGM/ SGM E.g. levy increase, special levy, owners information etc. Monthly Monthly Reporting Provide all required information to the financial department for monthly financial financial department in obtaining statutory information for bc/ hoa from trustees/ directors. Utilities Load new creditors on the system. Clearance Figures Confirm levy information for clearance figures. Liaise approval. Provide the relevant parties with information pertaining to the new building take-on. Assist
changes to information resulting from AGM/ SGM E.g. levy increase, special levy, owners information etc. Monthly Monthly Reporting Provide all required information to the financial department for monthly financial financial department in obtaining statutory information for bc/ hoa from trustees/ directors. Utilities Load new creditors on the system. Clearance Figures Confirm levy information for clearance figures. Liaise approval. Provide the relevant parties with information pertaining to the new building take-on. Assist