Client & Sales: Understand client needs, recommend suitable insurance products (life, health, general), customize plans, and manage client relationships. Policy Management: Handle policy renewals, cancellations, and documentation; ensure policy details align with client goals. Claims & Support: Process claims, liaise…
Perform Reconciliations: Daily, weekly, and monthly matching of financial records (e.g., bank statements, ledgers, cash, card transactions). Investigate & Resolve Breaks: Quickly identify, analyze, and resolve discrepancies between different financial systems or external statements, diagnosing repetitive issues. Process Improvement: Propose…
Strategy & Planning: Develop and execute communication plans for internal and external audiences, ensuring message consistency. Content Creation: Write and edit press releases, speeches, articles, website copy, social media posts, and internal updates. Public Relations: Manage media lists, respond to…
Filing & Organization: Develop, implement, and maintain efficient filing systems (digital and physical). Data Management: Accurately input, update, and categorize data using computer systems and databases. Retrieval & Access: Locate and provide requested documents or reports to staff. Security &…
Survey Design & Implementation: Develop questionnaires, define target audiences, choose survey methods (online, phone, field), and manage project lifecycle (scoping, costing). Data Collection & Management: Conduct fieldwork, operate surveying tools (GPS, total stations), collect accurate data, and ensure data integrity…
Customer service representatives are often a client’s primary point of contact with a company. The duties and responsibilities of a CSR include managing incoming calls and customer service inquiries, generating sales leads that develop into new customers, and identifying and…
Supplier management: Identify, evaluate, and onboard new suppliers, while also managing and maintaining strong relationships with existing vendors. Negotiation and contracting: Negotiate contract terms, prices, and payment methods with suppliers to secure the best value for the organization. Procurement strategy:…
Supervise and lead the back office team to ensure efficient operations Coordinate with other departments to support overall business functions Monitor team performance and provide regular feedback Develop and implement standard operating procedures Ensure compliance with internal policies and external…
Project Planning and Execution: You will be involved in planning, scheduling, and executing projects to ensure they are completed efficiently and on time, developing your project management skills. Problem Solving and Decision Making: Your role will involve tackling key challenges…
Make outbound and receive inbound calls to customers. Explain company products/services clearly and professionally. Generate leads and follow up with potential customers. Maintain customer records and call reports. Handle customer queries and provide accurate information. Achieve daily and monthly call/target…