Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
Review and evaluate new administrative procedures
Establish work priorities and ensure procedures are followed and deadlines are met
Assemble data and prepare periodic and special reports, manuals and correspondence
Assist in the preparation of operating budget and maintain inventory and budgetary controls
Investigate complaints
Monitor insurance claims and respond to clients' enquiries
Ensure appropriate forms, medical examinations and other policy requirements are completed
