to client within 7 days from clients' advice. Send transmittal/ collection email. Remind clients of policies due for renewal....Renewal Policy and billing must be transmitted to client within 7 days from clients' renewal advice. Transmit and receive...
The Operations Team Lead will oversee a team of financial account specialists, ensuring performance excellence, client... reviews, and daily huddles Ensure team compliance with company and client policies Prepare reports and presentations using MS...