WEEKLY SUMMARY
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WEEK 1 (13rd JULY 2020 - 17th JULY 2020)
WEEK 1 (13rd JULY 2020 - 17th JULY 2020)
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➽ Report to the KANA AGENCY(TOKIO MARINE) and get a signature from the supervisor in the letter of report.
➽ Met Mrs.Giyetha, Administrator of Kana agency and the background of the company were told by her.
➽ Visited the main branch at Level 1 where most of the customer service tasks, payment, invoices and collection of receipts were held.
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WEEK 2 (20th JULY 2020 - 24th JULY 2020)
➽ Met Mrs.Giyetha, Administrator of Kana agency and the background of the company were told by her.
➽ Visited the main branch at Level 1 where most of the customer service tasks, payment, invoices and collection of receipts were held.
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WEEK 2 (20th JULY 2020 - 24th JULY 2020)
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➽ The daily routine begins as needed to check dispatch book, post box twice in a week to make sure all the letters and receipts were collected.
➽ Checked if there is any new policy book was distributed at New Business Counter.
➽ Administrator taught the basic administration work such as doing reinstatement for policies which have been lapsed.
➽ Collected personal details of customers via reviewing manual files for reinstatement purposes.
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WEEK 3 (27th JULY 2020 - 30th JULY 2020)
➽ The daily routine begins as needed to check dispatch book, post box twice in a week to make sure all the letters and receipts were collected.
➽ Checked if there is any new policy book was distributed at New Business Counter.
➽ Administrator taught the basic administration work such as doing reinstatement for policies which have been lapsed.
➽ Collected personal details of customers via reviewing manual files for reinstatement purposes.
➽ Prepared a meeting room for the weekly business strategy meeting.
WEEK 3 (27th JULY 2020 - 30th JULY 2020)
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➽ Did daily routine as checked dispatch book and a post box to make sure collects all the receipts and letters.
➽ Assigned to create a template for the upcoming "Super 4" event which is about rewarding the best agencies and sharing of sales knowledge from 4 different agencies.
➽ Contacted life advisors of Kana Agency Tokio Marine to informed them about the "Super 4" event and to make sure their attendance.
➽ Created meeting flyers to acknowledge the life advisors of the agency.
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WEEK 4 (3rd August 2020 - 7th August 2020)
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➽ Performed the daily routine as to checked post box and dispatch book.
➽ Checked the official portal of the agency to make sure if there is any query to be settled.
➽ Life advisors of the agency visited the office to give their new business proposal, were checked and submitted successfully.
➽ Prepared template for a weekly business strategy meetings and meeting presentation slides.
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WEEK 5 (10th August 2020 - 14th August 2020)
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➽ Checked post box and dispatch book to collect all the official payment receipts and letters.
➽ Contacted life advisors of Kana Agency to acknowledge them about the arrival of the new policy book that needed to submit to the customers.
➽ Did some filing tasks according to the document type as invoices, new business proposal form and claim form.
➽ Assigned to a new task to fill up proposal form with customers details and print out the personal details of customers such as their identification card to submit at the new business counter.
➽ Created a new business strategy meeting template and prepared a presentation slides for the weekly meetings.
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WEEK 6 (17th August 2020 - 22nd August 2020)
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➽ Performed daily routine to check the post box and dispatch book to make sure all the important letters and official receipts were collected.
➽ Acknowledged the life advisors regarding their goal settings that need to be completed by the end of the month.
➽ Prepared 2 new proposal forms of agency manager by doing photocopy of identification card and filling up the proposal form with the customer's details and submitted.
➽ Assigned to a new task to made payment of customers at the counter.
➽ Did some planning to create an organizational chart for the agency.
➽ The sample organizational chart was created and showed to the agency manager to get approval to continue it.
➽ Prepared meeting templates and slides for the business strategy meetings.
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WEEK 7 (24th August 2020 - 28th August 2020)
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➽ Performed daily routine to check post box, dispatch book to collect letters and receipts of payments and contacted life advisors of the agency to let them know about the arrival of policy books.
➽ Checked the agency portal to make sure if there is any query.
➽ Client payment was made at the counter and collected the official receipts.
➽ Updated organizational chart by editing the background color and wordings as requested by the agency manager.
➽ Prepared meeting template and presentation slides for the weekly meeting.
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WEEK 8 (31st August 2020 - 4th Sept 2020)
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➽ Checked post box and dispatch book.
➽ Did some changed to organizational chart and collected pictures of life advisors to be copied in the chart with their name attached.
➽ Beautified the notification board by changing its wallpaper.
➽ Assigned to a new task to create e-flyers for recruitment purposes.
➽ Prepared attendance list for the meeting.
➽ Prepared the meeting slides and template.
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WEEK 9 (7th Sept 2020 - 11th Sept 2020)
➽ Did daily routine as checked dispatch book and a post box to make sure collects all the receipts and letters.
➽ Assigned to create a template for the upcoming "Super 4" event which is about rewarding the best agencies and sharing of sales knowledge from 4 different agencies.
➽ Contacted life advisors of Kana Agency Tokio Marine to informed them about the "Super 4" event and to make sure their attendance.
➽ Created meeting flyers to acknowledge the life advisors of the agency.
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WEEK 4 (3rd August 2020 - 7th August 2020)
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➽ Performed the daily routine as to checked post box and dispatch book.
➽ Checked the official portal of the agency to make sure if there is any query to be settled.
➽ Life advisors of the agency visited the office to give their new business proposal, were checked and submitted successfully.
➽ Prepared template for a weekly business strategy meetings and meeting presentation slides.
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WEEK 5 (10th August 2020 - 14th August 2020)
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➽ Checked post box and dispatch book to collect all the official payment receipts and letters.
➽ Contacted life advisors of Kana Agency to acknowledge them about the arrival of the new policy book that needed to submit to the customers.
➽ Did some filing tasks according to the document type as invoices, new business proposal form and claim form.
➽ Assigned to a new task to fill up proposal form with customers details and print out the personal details of customers such as their identification card to submit at the new business counter.
➽ Created a new business strategy meeting template and prepared a presentation slides for the weekly meetings.
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WEEK 6 (17th August 2020 - 22nd August 2020)
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➽ Performed daily routine to check the post box and dispatch book to make sure all the important letters and official receipts were collected.
➽ Acknowledged the life advisors regarding their goal settings that need to be completed by the end of the month.
➽ Prepared 2 new proposal forms of agency manager by doing photocopy of identification card and filling up the proposal form with the customer's details and submitted.
➽ Assigned to a new task to made payment of customers at the counter.
➽ Did some planning to create an organizational chart for the agency.
➽ The sample organizational chart was created and showed to the agency manager to get approval to continue it.
➽ Prepared meeting templates and slides for the business strategy meetings.
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WEEK 7 (24th August 2020 - 28th August 2020)
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➽ Performed daily routine to check post box, dispatch book to collect letters and receipts of payments and contacted life advisors of the agency to let them know about the arrival of policy books.
➽ Checked the agency portal to make sure if there is any query.
➽ Client payment was made at the counter and collected the official receipts.
➽ Updated organizational chart by editing the background color and wordings as requested by the agency manager.
➽ Prepared meeting template and presentation slides for the weekly meeting.
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WEEK 8 (31st August 2020 - 4th Sept 2020)
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➽ Checked post box and dispatch book.
➽ Did some changed to organizational chart and collected pictures of life advisors to be copied in the chart with their name attached.
➽ Beautified the notification board by changing its wallpaper.
➽ Assigned to a new task to create e-flyers for recruitment purposes.
➽ Prepared attendance list for the meeting.
➽ Prepared the meeting slides and template.
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WEEK 9 (7th Sept 2020 - 11th Sept 2020)
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➽ Did the daily routine to check the post box and dispatch book.
➽ Encounter with a new proposal query and solved it by submitted with necessary documents attached at the counter.
➽ Redo and updated contact number of life advisors in recruitment e-flyers.
➽ Assigned to a task where need to trace out the policy number which has affected the agent's persistency remarks and write down the owner's name and contact number.
➽ Registered a new agent for examination in the system of the LMS portal.
➽ Created a template for both recruitment meetings and business strategy meetings.
➽ The presentation slide was prepared for weekly meetings.
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WEEK 10 (14th Sept 2020 - 18th Sept 2020)
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➽ Performed daily routine to check post box and dispatch book every Monday and Wednesday to make sure all the important letters, receipts and policy books are collected.
➽ The new proposal form has been filled up with the details of customers and submitted.
➽ Created a new meeting template for the weekly business strategy meetings.
➽ Prepared presentation slides for the meeting.
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WEEK 11 (21st Sept 2020 - 25th Sept 2020)
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➽ Did routine as to check post box and dispatch book.
➽ The regular premium payment was done at the counter.
➽ A new recruitment e-flyer has been created.
➽ A reinstatement form filled up and submitted at the counter with payment.
➽ Prepared meeting template and presentation slides.
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WEEK 12 (28th Sept 2020 - 2nd Oct 2020)
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➽ Checked the official portal to make sure if there is any query that needed to be settled within given time frame.
➽ Made some changes to the recruitment e-flyer by edited the background and add some wordings to make the flyer looks more attractive.
➽ Checked the new business counter to make sure if there is any new policy book has arrived.
➽ The payment of customers has made at the counter.
➽ Contacted the life advisors of the agency to acknowledge them regarding the due date for photo submission which is for the agency organizational chart.
➽ Did presentation slides by added the latest information about the new contest and their deadline.
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WEEK 13 (5th Oct 2020 - 9th Oct 2020)
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➽ Checked post box and dispatch book as a daily routine.
➽ The payment of clients has been made to the counter and collected the receipts.
➽ Reedited the organizational chart for the agency as new life advisors joined the agency.
➽ A claim has been submitted with the necessary documents attached together due to received a query.
➽ Prepared the meeting template and presentation slides for weekly business strategy meetings.
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WEEK 14 (12nd Oct 2020 - 16th Oct 2020)
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➽ Performed daily routine to check the post box and dispatch book.
➽ The reinstatement form is filled up and submitted at the counter.
➽ Cleaned the agency office and rearrange files on the rack.
➽ Prepared a new meeting template for both recruitment meetings and weekly business strategy meetings.
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WEEK 15 (19th Oct 2020 - 23rd Oct 2020)
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➽ Checked post box, dispatch book, and the new business counter to collect all the receipts, letters and new approved proposal books.
➽ Contacted the life advisors to informed them to collect the proposal books that needed to be submitted to the customers.
➽ Did some filing tasks according to the document type as invoices, new business proposal form and claim form.
➽ The new meeting template is made and the presentation slides were prepared for the weekly meetings.
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WEEK 16 (26th Oct 2020 - 30th Oct 2020)
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➽ Did the daily routine to check the post box and dispatch book.
➽ Encounter with a new proposal query and solved it by submitted with necessary documents attached at the counter.
➽ Redo and updated contact number of life advisors in recruitment e-flyers.
➽ Assigned to a task where need to trace out the policy number which has affected the agent's persistency remarks and write down the owner's name and contact number.
➽ Registered a new agent for examination in the system of the LMS portal.
➽ Created a template for both recruitment meetings and business strategy meetings.
➽ The presentation slide was prepared for weekly meetings.
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WEEK 10 (14th Sept 2020 - 18th Sept 2020)
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➽ Performed daily routine to check post box and dispatch book every Monday and Wednesday to make sure all the important letters, receipts and policy books are collected.
➽ The new proposal form has been filled up with the details of customers and submitted.
➽ Created a new meeting template for the weekly business strategy meetings.
➽ Prepared presentation slides for the meeting.
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WEEK 11 (21st Sept 2020 - 25th Sept 2020)
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➽ Did routine as to check post box and dispatch book.
➽ The regular premium payment was done at the counter.
➽ A new recruitment e-flyer has been created.
➽ A reinstatement form filled up and submitted at the counter with payment.
➽ Prepared meeting template and presentation slides.
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WEEK 12 (28th Sept 2020 - 2nd Oct 2020)
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➽ Checked the official portal to make sure if there is any query that needed to be settled within given time frame.
➽ Made some changes to the recruitment e-flyer by edited the background and add some wordings to make the flyer looks more attractive.
➽ Checked the new business counter to make sure if there is any new policy book has arrived.
➽ The payment of customers has made at the counter.
➽ Contacted the life advisors of the agency to acknowledge them regarding the due date for photo submission which is for the agency organizational chart.
➽ Did presentation slides by added the latest information about the new contest and their deadline.
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WEEK 13 (5th Oct 2020 - 9th Oct 2020)
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➽ Checked post box and dispatch book as a daily routine.
➽ The payment of clients has been made to the counter and collected the receipts.
➽ Reedited the organizational chart for the agency as new life advisors joined the agency.
➽ A claim has been submitted with the necessary documents attached together due to received a query.
➽ Prepared the meeting template and presentation slides for weekly business strategy meetings.
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WEEK 14 (12nd Oct 2020 - 16th Oct 2020)
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➽ Performed daily routine to check the post box and dispatch book.
➽ The reinstatement form is filled up and submitted at the counter.
➽ Cleaned the agency office and rearrange files on the rack.
➽ Prepared a new meeting template for both recruitment meetings and weekly business strategy meetings.
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WEEK 15 (19th Oct 2020 - 23rd Oct 2020)
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➽ Checked post box, dispatch book, and the new business counter to collect all the receipts, letters and new approved proposal books.
➽ Contacted the life advisors to informed them to collect the proposal books that needed to be submitted to the customers.
➽ Did some filing tasks according to the document type as invoices, new business proposal form and claim form.
➽ The new meeting template is made and the presentation slides were prepared for the weekly meetings.
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WEEK 16 (26th Oct 2020 - 30th Oct 2020)
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➽ Checked post box and dispatch book as a daily routine.
➽ The payment of clients has been made to the counter and collected the receipts.
➽ Reedited the organizational chart for the agency as new life advisors joined the agency.
➽ The payment of clients has been made to the counter and collected the receipts.
➽ Reedited the organizational chart for the agency as new life advisors joined the agency.
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WEEK 17 (2nd Nov 2020 - 6th Nov 2020)
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WEEK 17 (2nd Nov 2020 - 6th Nov 2020)
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➽ Did the daily routine to check the post box and dispatch book.
➽ Encounter with a new proposal query and solved it by submitted with necessary documents attached at the counter.
➽ Redo and updated contact number of life advisors in recruitment e-flyers.
➽ Assigned to a task where need to trace out the policy number which has affected the agent's persistency remarks and write down the owner's name and contact number
➽ Redo and updated contact number of life advisors in recruitment e-flyers.
➽ Assigned to a task where need to trace out the policy number which has affected the agent's persistency remarks and write down the owner's name and contact number
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WEEK 18 (9th Nov 2020 - 13th Nov 2020)
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WEEK 18 (9th Nov 2020 - 13th Nov 2020)
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➽ Contacted life advisors of Kana Agency Tokio Marine to informed them about the "Super 4" event and to make sure their attendance.
➽ Created meeting flyers to acknowledge the life advisors of the agency.
➽ Created meeting flyers to acknowledge the life advisors of the agency.
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WEEK 19 (16th Nov 2020 - 20th Nov 2020)
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WEEK 19 (16th Nov 2020 - 20th Nov 2020)
⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐
➽ Performed daily routine to check post box, dispatch book to collect letters and receipts of payments and contacted life advisors of the agency to let them know about the arrival of policy books.
➽ Checked the agency portal to make sure if there is any query.
➽ Client payment was made at the counter and collected the official receipts
➽ Checked the agency portal to make sure if there is any query.
➽ Client payment was made at the counter and collected the official receipts
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WEEK 20 (23rd Nov 2020 - 27th Nov 2020)
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WEEK 20 (23rd Nov 2020 - 27th Nov 2020)
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➽ Performed daily routine to check post box, dispatch book to collect letters and receipts of payments and contacted life advisors of the agency to let them know about the arrival of policy books.
➽ Checked the agency portal to make sure if there is any query.
➽ Checked the agency portal to make sure if there is any query.
➽ Prepared meeting template and presentation slides for the weekly meeting.
