Assisting clients with activities of daily living
Insuring clients take all necessary medication & daily medication counts
Meal planning, preparation & monitoring clients diets
Assisting with bathing, toileting and all aspects of personal hygiene
Managing and motivating team members to increase sales within the Belterra retail shops
Ensuring that standards for quality and customer service are met
Responding to customer complaints and comments
Organizing special events, promotions and displays
Touring stores regularly to speak with customers and colleagues, Identifying and resolving urgent issues
New hire training
Answering incoming phone calls from agents in the field needing quotes or with underwriting questions
Performing personal health interviews for prospective clients
Requesting reports from the Medical Information Bureau
Requesting medical records from applicants health care providers
Making policy changes such as; beneficiary, face amount or address
Sending out endorsements and policy loan applications
Receiving phone calls from clients with questions about their policy
Preparing reports for the Social Security Department
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