Tele-underwriting is to collect medical information telephonically from a client for the underwriters to determine the health risk of the life(s) insured involved.  Any of the below can be requested to be done:Confirmation of coverAdditional questionnairesFull tele-underwritingQuestionnaires*I collected medical information telephonically from a client for the underwriter to determine the risk involved.*Update

RECEIVING AND PLACING CALLS (LEAD COORDINATOR)LEAD WARMINGREPORT UPDATESFOLLOW UP ON CLIENTS REQUESTGENERAL ASSISTANCE IN CLIENT QUERIESSPREADSHEETS

Inbound and outbound calls centre: receiving and calling out from existing andprotentional clients• Customs compliant processes: case management and ensuring all complaintsare done correctly and resolved within a specify time frame.• Quotes: send and giving quotes upon clients request and ensuring their needsand wants are met to suit their requirements.• Finalize application policy: • Face to face meetings with client when required: face to face interaction… Show more Inbound and outbound calls centre: receiving and calling out from existing andprotentional clients• Customs compliant processes: case management and ensuring all complaintsare done correctly and resolved within a specify time frame.• Quotes: send and giving quotes upon clients request and ensuring their needsand wants are met to suit their requirements.• Finalize application policy: • Face to face meetings with client when required: face to face interaction withclients to explain and assist them with their policy• Collection & billing: contacting clients to retain and make payment on theirpolicies in order they remain covered. Show less

• Inbound and outbound calls centre: receiving and calling out from/to existingand protentional clients• Customs compliant processes: case management and ensuring all complaintsare done correctly and resolved within a specify time frame.• Quotes: send and giving quotes upon clients request and ensuring their needsand wants are met to suit their requirements.• Finalize application policy: medical question and other personal informationrequired.• Face to face… Show more • Inbound and outbound calls centre: receiving and calling out from/to existingand protentional clients• Customs compliant processes: case management and ensuring all complaintsare done correctly and resolved within a specify time frame.• Quotes: send and giving quotes upon clients request and ensuring their needsand wants are met to suit their requirements.• Finalize application policy: medical question and other personal informationrequired.• Face to face meetings with client when required: face to face interaction withclients to explain and assist them with their policy• Collection & billing: contacting clients to retain and make payment on theirpolicies for them to remain covered.• Tracking: Show less

• Front of company meet and greet Charges Request• Answering calls and setting up meeting when required.• Email marketing• Stuff birthday mails and special event coordinator• Keeping the CRM updated• Testing and reporting lines to Telkom and Made sure clients was update three times a day. Schedule regular meetingsand record decisions (e.g. assigned tasks and next steps)• Create and update workflows• Prepare and provide documentation to internal teams and key… Show more • Front of company meet and greet Charges Request• Answering calls and setting up meeting when required.• Email marketing• Stuff birthday mails and special event coordinator• Keeping the CRM updated• Testing and reporting lines to Telkom and Made sure clients was update three times a day. Schedule regular meetingsand record decisions (e.g. assigned tasks and next steps)• Create and update workflows• Prepare and provide documentation to internal teams and key stakeholders• Order resources, like equipment and Files (also within system)• Retrieve necessary information (e.g. user/client requirements and relevant casestudies)• Track expenses and predict future costs (internal usage)• Act as the point of contact for all participants Show less