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- Liaising with client or provider queries in a professional and friendly manner, via telephone and email.
- Distribute letters of authority
- Collating policy information from providers.
- Maintaining client accounts.
- Setting up and amendments of regular client contributions
- General administration and servicing changes to client personal information
- Confident communicator via telephone & written
- Organised
- Excellent attention to detail
- Confident writing emails professionally
- Previous office experience
