Assist Supervisor with weekly, monthly, client performance reports.
December 19, 2022
Manage performance issues and disciplinary process for employees falling below set expectations.
December 29, 2022
Develops and supports adoption of practices to improve quality and consistency in the client experience.
January 27, 2023
Evaluate calls to ensure that World Class Service is being delivered based on the guidelines provided.
January 28, 2023
Lead a team of 8-10 Financial Assistants - working towards the common goal of delivering exceptional outcomes for the families that we serve.
February 25, 2023
Sets referral, new business and cross-selling, client contact goals for Client Advisors and monitors achievement of these goals.
March 17, 2023
Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.
March 30, 2023
Provide supervision, development and coaching of agents to ensure proper client outcomes, manage productivity, quality, attendance, and timeliness of work in the completion of assigned projects and departmental goals, including performance reviews and appraisals.
April 10, 2023
Monitor various productivity and performance standards to ensure that established levels are achieved, especially during critical activity periods.
April 15, 2023
Creates and monitor reports and surveys on a continual basis to achieve accuracy, survey, client retention and Stellar Service targets set by corporate.
April 26, 2023