If mail is returned RTS, contact client for updated address and request phone number/email update if possible. Update CRM and resend letter.

Managing data quality, linking joining double ups in the systems, running reports (birthday/clients) and updates as above.

Updating records, renewal figures, changes as above (address/name/family splits).

File the debrief form meetings. Broker may send an email to you directly after meeting, to the client and you cc’d in, record this and email you the MP3 or the Dictaphone device. File copy into client record. Likely need to be renamed as Debrief Date and Client Name.

Draft dictated letter to client as requested by adviser or client. This may be a Christmas or birthday greeting, business update/newsletter, marketing or book purchase. Letter or email formats. Mail merge/client list/address labels may be required by admin.

Draft dictated letter to client as requested by adviser or client. This may be a meeting request, update, underwriting request, issuing of new business. Letter or email formats.

Load commission amounts into adviser commission sheets and/or file statements i.e. into email folder.

Contact client with amounts and company. Follow up with provider if payment history requested. Send client provider details (fid/Nib do not take from client) or CC form/DD if need update accounts. Change payment cycle with provider if this is the issue an instruct if to take arrears now or at next pay cycle.

Existing clients this may be from a request or list generated by adviser, at renewal or on client contact. New clients this may be following up cold calls from campaigns, book purchases or referrals from existing clients - in a timely and welcoming manner.

From Scopes/Apps or client emails update new contact details, name changes, relationship changes, occupations, and any information that they give – children/hobbies.