The “Thank You, Workmate” initiative is in full swing. In our inaugural month, we recognise Ethel, a Business Development Officer for an Australia-based financial consultancy firm. Ethel provides client services and administrative support, which typically involves:
- Processing insurance applications, cancellations, reductions or increases, and requests to switch from one financial product to another.
- Creating standard letters for insurance applications, cancellations, reductions and increases, and requests to switch from one financial product to another.
- Requesting quotes.
- Implementing the purchase or sale of investments.
- Preparing invoices.
- Handling direct client requests via email or calls.
- Applying dealer/adviser codes.
- Dealing with accounts transfers from other companies.
- Generating CRM reports.
- Researching on new clients’ accounts and policies.
- Performing audit/compliance checks.
- Sending payment reminders.
Here’s what her client had to say:
Ethel has done a fantastic job in difficult circumstances during COVID-19. We are aware that circumstances in the Philippines have been very hard and despite this Ethel has been professional, punctual and highly productive.
We really can’t put into words how important Ethel is and how much she is part of our team.
So let’s give it up for Ethel and her remarkable performance. Congratulations on a job well done!
Here’s the thing: You can be recognized for your hard work as well. Like Ethel, you need to perform at the top of your game, achieve your planned outcomes, and show your client how valuable you are to their business.
Browse our listings and apply now!
