Mandy Jacobs Email & Phone Number

Cape Town Area, South Africa

Head of AdminMake sure all admin processes are followed and loading of new business gets done timeously on a daily basis, make sure vault done and welcome letters are sent to clients daily.Deal with client's and colleagues daily in a respectful manner.New BusinessLoad all New Business on BlueprintonlineCheck Consultant outstanding on a daily basisCheck compliance/ FNA's, ROA's dated and signed by client and consultant, updated disclosure letters on file, signed quote or quote confirmation to be on fileSend UCF's and Record of Advices to New Business so that policies and get issued timeously.Help Consultants where I can to ensure business gets issued, sending medical documents to clients to complete.Help Consultants- ensuring applications are completed correctlyHelp Consultants with all types of queries relating to New Business and Existing BusinessEmail daily reports to DirectorsNew ConsultantsCollate documents for New Consultant to signLiaise with New Consultants for PCT Training/InductionOrganise Liberty Code - check where it is, when consultant to startGuide New Consultants on Stanlib Online for Stanlib CodeGuide New Consulants thru Blueprint ProGuide New Consultants thru New Business process when they start PA DutiesComplete New Business ApplicationsLoad ApplicationsLiaise with clients to go for their MedicalsResolving Queries by email or telephonicallySupply information relating to policy informationLiaise with local insurance offices for policy informationEmail documents to clients to complete and sign, follow up with clients, send clients documents to other insurance companiesComplete RPAR'sMake sure all new business gets issued timeouslySend tax certificates, phone and help clients with unpaid, get lapses back on booksEmail and complete Stanlib withdrawal documentsDo policy schedules - Astute Blueprint ProDo all filing

Client Services, New Business and Servicing Administrator