Plan, organise and complete own tasks in a manner that meets performance objectives. Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases. Proactively identify problems and apply known solutions in line with procedural guidelines and escalate unresolved issues. Develop a database of qualified leads through referrals, telephone canvassing, direct mail, email and networking. Assist clients to choose the best product(s) available to their needs and explain the various solutions the company offers to their business issues. Demonstrate a complete understanding of pricing and proposal models to enhance customer growth, retention, satisfaction.