Comply with all legislative and regulatory requirements.
Complete all admin and reporting tasks accurately and on time.
Meet SLAs with stakeholders to manage client expectations effectively.
Capture data accurately in line with SLAs and data standards.
Manage email queries and follow up on outstanding client information.
Provide required information and documents per internal guidelines.
Maintain organised, accessible documentation.
Investigate broker queries and respond within SLA timeframes.
Suggest improvements for client service and fair treatment.
Support a culture of collaboration, feedback, and service excellence.
Report system/process issues and suggest enhancements.
Build strong, collaborative relationships with peers and stakeholders.
Demonstrate effective planning, multitasking, and time management.
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