Life Assurance and Banking Experience
Candidate Number: 2643 – Life Assurance and Banking Experience - £20,000
• Business Administration Course NVQ level 1
• Life Assurance responsibilities have included; Standing Orders, Delegated Switching Authorities, Updating credit card details/information on client policies, Tax Declarations for the government, Contact Brokers and Clients via phone/Email or letter.
• Banking responsibilities have included; Processing Sterling cheque deposits, Chaps payments/ Swift Payments, Internal cheques and Transfers, Creating Cancelling/Standing Orders, Wipe and close accounts, Charges/Refunds, Tax certificates, Bank clearing, Statement enquiries, passed accreditation and participated in sales for Protective Return Deposit Accounts.