Demonstrated success in training team members, conducting evaluations and reviewing records. Excellent attention to detail and strong organizational skills. Safety-driven and disciplined with a remarkable work ethic. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Record Management:
- Organize and maintain policy files, ensuring proper storage and accessibility.
- Archive files and maintain accurate records of policy documents.
- Financial Transactions:
- Handle cheque and cash deposits accurately and in compliance with company policies.
- Track and record all business transactions.
- Policy Documentation:
- Create comprehensive policy documents for clients upon completion of policy agreements.
- Ensure timely and accurate preparation of policy documents.
- Renewal Notifications:
- Generate renewal notices for clients with outstanding renewals, providing reminders at least two weeks in advance.
- Communicate effectively with clients regarding renewal options and deadlines.
- Quotation Management:
- Prepare and deliver quotations to customers, ensuring clarity and accuracy.
- Collaborate with team members to address customer inquiries and provide additional information.