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Meet Ethel – The First Recognised in “Thank You, Workmate” – Remote Workmate

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Remote Workmate
Meet Ethel – The First Recognised in “Thank You, Workmate” – Remote Workmate

Meet Ethel – The First Recognised in “Thank You, Workmate”

In the inaugural month of the “Thank You, Workmate” initiative, Remote Workmate is proud to formally recognise Ethel, a Business Development Officer for an Australia-based financial consultancy firm.

Ethel is in charge of providing client services and administrative support, which usually involves:

  • Processing insurance applications, cancellations, increases/reductions, and requests to change financial products.
  • Creating standard letters for insurance applications, cancellations, increases/reductions, and requests to change financial products.
  • Implementing the buying/selling of investments.
  • Requesting quotes.
  • Preparing invoices.
  • Managing direct client requests via email or calls.
  • Applying dealer/adviser codes.
  • Generating CRM reports.
  • Handling accounts transfers from other companies.
  • Researching on new clients’ accounts and policies.
  • Carrying out audit/compliance checks.
  • Sending payment reminders.

Ethel’s client had this 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.

Kudos to Ethel for her outstanding work.

If you’re searching for a high-performing virtual specialist like Ethel, partner with Remote Workmate. We handle all the heavy lifting for you, including onboarding and payroll. This means finding the ideal hire becomes so much easier.

You can actually choose from our pool of top candidates right away. Simply click the button below to browse a wide range of profiles on our Hotlist page.

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