- Connect (Leonie Stephens knows me)
- Colleague
- Weve done business together
- Weve worked together
- Met in person
- Interacted with online
- Classmate
- Friend
- Family
- Follow
Allocating of leads to the AVAF/Wesbank and McCarthy agents.
Receiving faxes and updating the master sheets with the client's policy numbers as per the fax received from the insurer/broker.
Requesting refunds and cancellations when required.
Updating of summary sheet daily on the master sheet and sending of force debits for all three campaigns.
Updating leads on the master sheets that were sent back to me by agents.
Arranging details daily which need to be sent to Absa/Wesbank and McCarthy.
Handling some complaints from angry clients e.g. hellopeter.
Assisting with taking messages for broker sales, motor mechanical aid and Edcon teams.
Assisting in calling insurance companies/brokers requesting proof of comprehensive insurance
Updating of emails sent by clients from the Wesbank /McCarthy mailbox.
Arranging cancellations and refunds on a spread sheet which need to be requested daily.
Scanning and sending of timesheets for temp agents to their agencies.
Sending of stats for Absa, Wesbank and McCarthy which are need by sales managers for meetings with account mangers.
Taking incoming calls for Absa, Wesbank and McCarthy and assisting with the requirements from clients.
Handling the queries email box for Wesbank and McCarthy.
Abstracting ODP's and CIP accounts which need to be loaded and sending them to Wesbank, Absa and McCarthy.
Updating of ODP queries at Wesbank. (Working as an offsite agent for Hollard at Wesbank).
Updating of daily stats on the progress made by agents daily.
Loading of leads on Breeze which are then dialed by clients.
Creating of campaigns which are then loaded on the system.
Listening to calls from agents which have escalated to complaints.
Extracting of ODP letters & doing the mail merge process and printing of the letters.
Extracting of ODP sms's which get sent out to clients daily.
Updating Wesbank systems with letters, sms and proof of insurance received from clients.
Sending sms to clients daily and updating of the sms sent.
Sending emails to clients responding to their requests.
Allocating of leads to the AVAF/Wesbank and McCarthy agents.
Receiving faxes and updating the master sheets with the client's policy numbers as per the fax received from the insurer/broker.
Requesting refunds and cancellations when required.
Updating of summary sheet daily on the master sheet and sending of force debits for all three campaigns.
Updating leads on the master sheets that were sent back to me by agents.
Arranging details daily which need to be sent to Absa/Wesbank and McCarthy.
Handling some complaints from angry clients e.g. hellopeter.
Assisting with taking messages for broker sales, motor mechanical aid and Edcon teams.
Assisting in calling insurance companies/brokers requesting proof of comprehensive insurance
Updating of emails sent by clients from the Wesbank /McCarthy mailbox.
Arranging cancellations and refunds on a spread sheet which need to be requested daily.
Scanning and sending of timesheets for temp agents to their agencies.
Sending of stats for Absa, Wesbank and McCarthy which are need by sales managers for meetings with account mangers.
Taking incoming calls for Absa, Wesbank and McCarthy and assisting with the requirements from clients.
Handling the queries email box for Wesbank and McCarthy.
Abstracting ODP's and CIP accounts which need to be loaded and sending them to Wesbank, Absa and McCarthy.
Updating of ODP queries at Wesbank. (Working as an offsite agent for Hollard at Wesbank).
Updating of daily stats on the progress made by agents daily.
Loading of leads on Breeze which are then dialed by clients.
Creating of campaigns which are then loaded on the system.
Listening to calls from agents which have escalated to complaints.
Extracting of ODP letters & doing the mail merge process and printing of the letters.
Extracting of ODP sms's which get sent out to clients daily.
Updating Wesbank systems with letters, sms and proof of insurance received from clients.
Sending sms to clients daily and updating of the sms sent.
Sending emails to clients responding to their requests.