Plan and drive the progressive onboarding of additional agency mailboxes and hotlines onto Salesforce, including onboarding schedules, dependencies and readiness activities.
Guide the agency team through briefing, planning, production, approvals and delivery, creating clarity around priorities, roles, timelines, dependencies and decisions.
Verify the accuracy of monthly reports, loan data and premiums payable submitted by PFIs, ensuring figures are reconciled and discrepancies are promptly resolved.