Sentences with phrase «following client review»

Following client review, we make any necessary script alterations and record professional VO.

Not exact matches

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

Following the 2008 global financial crisis, clients were forced to review their banking relationships based on the support they received during the crisis, says Isaac Thomas, senior vice president and head of cash management for ADCB.

After reviewing your Client Assessment Form and learning about your nutrition and wellness goals, Frances will provide a personalized plan for you to follow.

This could be following up on pitches (I pitch books mid-week, never Monday or Friday), chasing contracts and money, organizing promotional plans for a client's book with marketing and publicity, chatting with my colleagues about their work, forwarding reviews of client books to our foreign rights manager for her book fair catalogues, consulting with clients about cover design, talking to clients about new book ideas and many more things!

With most clients they generally review the following:

Creditrepairreview.com follows strict guidelines when reviewing companies and lists them depending on various factors such as the average number of poor credit scores erased from reports, the fast delivery of results, the total fee charged, and the satisfaction rates among clients.

Annual program outcome reviews and client feedback and follow up reports.

More than three - quarters (77 %) of the 69 consultants surveyed said target - date fund reviews are the top priority over the next year for their plan sponsors clients, closely followed by an evaluation of investment fees (73 %).

Client / Patient care: review discharge instructions with owner, demonstrate routes of medication to owner, answer basic client questions, obtain history from client for healthy animals, follow - up calls with oClient / Patient care: review discharge instructions with owner, demonstrate routes of medication to owner, answer basic client questions, obtain history from client for healthy animals, follow - up calls with oclient questions, obtain history from client for healthy animals, follow - up calls with oclient for healthy animals, follow - up calls with owners.

[WHITEHALL, PA]-- Valley Central Veterinary Referral Center has earned accreditation following a thorough evaluation by the American Animal Hospital Association (AAHA) that included a quality assessment review of the hospital's practice protocols, medical equipment, facility and client service.

How else to explain that Martindale - Hubbell, the great - grandaddy of lawyer directories, is following Avvo's lead, and allowing clients to post reviews of their attorneys — a feature that Avvo also offers.

For example, after reviewing my sales process in the past I discovered I was losing some potential clients because of my follow - up process.

Better yet, ask clients to post reviews to Yelp, Avvo, or Google Maps when you've completed their cases — make it part of your process by including the ask in a follow - up email to each client.

The following written and video reviews are from past clients who were very happy with the settlements and verdicts we obtained on their behalf.

When reviewing the home pages of our recent best - website winners, the following sites did a great job on focusing on what matters to the client — not on what makes the lawyer look important:

The news follows the recent announcement of a long term relationship with Thomson Reuters to provide the company's managed legal services arm and its clients with legal AI tech for doc review.

This policy is set forth to memorialize the Firm's processes and procedures for retention, review and destruction of client files following termination of representation.

«We can help these clients by alerting them to resources like A2J — or even offering unbundled services at a reduced cost in conjunction with A2J (for example, even after the client follows the A2J tutorial, a lawyer might still, for a modest fee, agree to review the client's pleading before filing).»

Make and follow up on referrals of clients to appropriate alternative or additional sources of assistance; conduct legal research; serve process and execute affidavits of service; serve witness subpoenas and other papers as requested; file legal papers with appropriate courts; provide assistance to clients with legal issues related to CLSMF services, review cases for legal issues to facilitate the securing of rights, remedies and services for victims from other agencies and attorneys.

Envision Discovery received a frantic call from a client that had received 14 large banker boxes of documents and a 20 GB hard drive of email data from their corporate client that needed to be reviewed and produced by the end of the following week.

By way of example, Markus was selected to serve as a World Bank Group advisor and monitor to an Africa - based company seeking reinstatement following debarment, and he in the past year has counseled clients and conducted internal investigations and reviews throughout the world.

This report provides an easy - to - follow review of outstanding client bills.

Clients who use «unbundled» legal services may be seeking only one of the following: advice, research, drafting, negotiation, review of contracts or agreements, or a limited court appearance — or some combination of these services.

Specifically, the research team evaluates factors which include, but are not limited to the following: firm profile and reputation, years of practice, education, training, trial experience, case outcomes, peer endorsements, client reviews, professional awards, professional memberships, leadership in legal organizations, community involvement, disciplinary status, and other noteworthy achievements.

I talked to an attorney this week who wanted to get some more reviews posted online from happy clients following the completion of their legal services.

Clients can now utilize their smart phone to follow their case, check dates, upload documents, and review and pay their bill using a native app that is seamless and easy to use.

Members support and accept the CPD Program including the philosophy and the CPD Plan implementation There is a growing capacity of lawyers to self - evaluate the progress of the CPD activities and learning 100 % of lawyers identified and planned professional development activities 91 % of lawyers followed through on their learning activities as planned 1/3 of respondents (32 %) spent over 50 hours on CPD activities over the last 12 months 90 % spent over 15 hours on CPD activities — over the minimum hourly requirement of other CPD programs Recommendations: Integration of competencies into the CPD planning material available to lawyers Develop a competency profile that includes the quality of legal services provided to clients including not only substantive law but ethics, practice management and workplace health / stress issues More support to lawyers in the development of their CPD Plans Development of best practices in the development of CPD Plans Submission of CPD Plans to the Law Society Embedding the CPD Alberta website content onto the LSA website Review the accountability strategy for the CPD Program CPD as a proactive program.

The Committee (1) analyzes the general standards that lawyers must follow under the Model Rules in protecting «confidential client information «1 from inadvertent disclosure; (2) compares the risk of interception of unencrypted e-mail with the risk of interception of other forms of communication; and (3) reviews the various forms of e-mail transmission, the associated risks of unauthorized disclosure, and the laws affecting unauthorized interception and disclosure of electronic communications.

However, based on our client «s instructions and following careful review of the documents, our client was vindicated and a successful claim was made.

â $ cents Minimum 5 years of Litigation experience â $ cents Confident and dependable, with strong initiative and ability to work both independently and in a team oriented atmosphere â $ cents Organize and maintain client files â $ cents Experience liasing with clients, insurance adjusters and defence counsel â $ cents Prepare and edit correspondence and legal documents â $ cents Assist with authorizations, undertakings, discoveries and productions â $ cents Drafting pleadings, routine motions, affidavits of documents, pre - trial / mediation memos, etc. â $ cents Reviewing and summarizing medical documentation â $ cents Trial preparation â $ cents Responsible for tracking limitation periods â $ cents Prior experience working with Ontario & Superior Court of Justice â $ cents Draft and respond to correspondence â $ cents Initiate follow - up as required and communicate with clients â $ cents Calendar management, scheduling meetings and arrange examinations for discovery and mediations â $ cents Coordinate and monitor administrative functions to ensure completion of work accurately and in a timely manner â $ cents Act as liaison between clients and lawyers â $ cents Other duties as required

To avoid such situations, the following steps should be considered whenever files are being transferred between lawyers / firms: a) it is a good practice for a lawyer who is transferring out the file to advise the new lawyer, in writing, of any time sensitive issues including upcoming limitation period deadlines; b) it is a good practice for the lawyer receiving the file (the new lawyer) to request this same information in writing to the extent that it is not immediately provided; c) the new lawyer should consider making it clear in writing to the client and the original lawyer that he or she will not be accepting the retainer until he or she receives the file from the old lawyer; and d) the new lawyer should promptly review the file upon receiving it.

The following Baltimore Life Insurance Company review was written with one primary purpose in mind — to help our clients find the best life insurance company, based on each client's unique health and lifestyle.

We offer our clients life insurance reviews, such as the following review of The Knights of Columbus (KofC), to equip our clients with knowledge to help them make the best decision on who to choose for their insurance needs.

The following review of Americo Life Insurance Company was created with one primary purpose — to help our client's find the best life insurance policy based on each client's unique need, health and lifestyle.

Provide initial and follow - up support to clients, coordinate the schedule of applicants for eligibility review and the resolution of eligibility issues.

Case Aides are employed by industries such as health care, mental health, and social services and complete the following duties: providing support to case managers, maintaining case files, updating information, interviewing clients, collecting relevant information, and reviewing treatment progress.

Follow through with other units to get input for weekly, monthly and quarterly reports and send to Client Service Manager for review.

These experts help people improve their lifestyle by completing the following activities: reviewing client situation, observing unhealthy habits, advising on measures to be taken, creating wellness goals, preventing future health issues, and monitoring client progress.

These professionals write programs by following client requirements and senior programmers indications, run tests, update software based on feedback, conduct peer reviews, and make sure projects are completed in due time.

• Successfully lead three construction projects to fruition by employing exceptionally well - placed multitasking and project management skills • Complete all projects to date within allocated budgets, 15 out of which had extra cash left over • Confer with clients to determine their project management needs and develop plans to meet those needs • Supervise and direct overall project activities, including planning and coordinating • Maintain change order and submittal control logs and prepare project documentation • Handle contract submittals so that they are submitted in a time - efficient manner • Ascertain the project quality control plans are in effect and followed properly • Handle site investigation duties and manage review of ordinances and utility service research

• Organize and carry our market and trend research activities • Write copy, press releases and promotional literature • Assist marketing team by handling administrative details for each marketing campaign • Provide support in arranging and producing marketing materials for campaigns • Organize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communication

By reviewing our client advocate resume sample and following these tips, you may achieve the best results in your job search.

A Claims representative position primarily deals with investigating the claim made by clients by following specific claims procedures logically such as, prudently reviewing details and facts, interviewing the person of interest and then making a decision based upon the approval and denial of a specific case for further in - depth assessment.

Assists management in preparing and coordinating staffing schedules for account or site (s); acts to ensure that scheduling is handled effectively to meet client requirements while controlling labor costs; reviews Security Officer site reports to verify that post orders and client directions have been satisfactorily followed; personally inspects posts as part the evaluation of the security staff.

Highlights • Proficient in conducting interviews with individuals and their families to assess and review situations • Skilled in establishing courses of action by exploring options and setting achievable goals with clients • Adept at fostering clients» actions or adjustments by interpreting their attitudes and behavioral patterns • Deeply familiar with monitoring planned actions by regular follow - ups and incorporation of required changes in plans

Our initial 30 - minute phone conversation about his client went very well, and after reviewing a position description forwarded to me in follow - up via email, we set a second more formal phone interview, during which he screened me to write a report for his client.

• Increased company's market share by 21 % by suggesting and creating advertising campaigns correlating perfectly with its services • Created a huge portfolio for Pepsi Co. spanning 5 websites and 15000 images • Trained 5 groups of newly hired advertising account executives in creating and delivering advertising campaigns based on visionary strategies • Meet clients to determine their specific advertising and promotion needs and provide them with feedback and advice • Orchestrate discussion with clients to provide them with an overview of present condition of their market share • Present campaign pitches to both existing and new clients, ensuring that the pitches address their specific needs • Create portfolios of clients» accounts and monitor related activities in them • Manage and review clients» advertising projects and ensure that they are delivered in a time - efficient manner • Identify accounts with shrinking revenues and reach out to their representatives to provide them with assistance to sustain themselves • Use contacts to generate new business and ensure that «hot» leads are followed up in a timely manner • Organize media briefings and assist in the creation of marketing procedures • Carry out appraisals and evaluations to ensure that project targets are met and clients» requirements are being fulfilled

• Organized and processed paperwork, reports and all kinds of claims documentation • Entered, recorded and reviewed claims into claims information management system • Performed verification checks on the customer / claimant loss - claims following company's standard policies and procedures • Attended to clients, claimants, field appraisers and management queries, regarding claims using the claims MIS • Forwarded appropriate claims for new losses verifying data for accuracy • Performed billing and payment processes • Processed routine claims transactions related to reserves and issued required checks or receipts • Resolved all kinds of issues / problems regarding claims and payments • Regularly run and generated claims reports for management • Gave formal presentations regarding all claims activities to the senior management at the bimonthly • Utilizing outstanding communication and interpersonal skills maintained strong and positive relationships with the providers, the claimants, and the clients • Provided company with necessary clerical support like handling fax, attending and making telephone calls as directed, filing and photocopying, matching checks with receipts etc. • Prepared, updated and organized customer and client's files • Managed all types of correspondence preparing, reviewing and sending memos, letters, emails, reports, applications, and forms • Provided effective CSR to providers, field appraisers, agents, insurance agencies, clients and customers • Matched incoming emails, mails, and faxes with the claims records • Arranged and set up medical appointments for health claims • Kept department's office supplies stocked • Maintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of closreviewed claims into claims information management system • Performed verification checks on the customer / claimant loss - claims following company's standard policies and procedures • Attended to clients, claimants, field appraisers and management queries, regarding claims using the claims MIS • Forwarded appropriate claims for new losses verifying data for accuracy • Performed billing and payment processes • Processed routine claims transactions related to reserves and issued required checks or receipts • Resolved all kinds of issues / problems regarding claims and payments • Regularly run and generated claims reports for management • Gave formal presentations regarding all claims activities to the senior management at the bimonthly • Utilizing outstanding communication and interpersonal skills maintained strong and positive relationships with the providers, the claimants, and the clients • Provided company with necessary clerical support like handling fax, attending and making telephone calls as directed, filing and photocopying, matching checks with receipts etc. • Prepared, updated and organized customer and client's files • Managed all types of correspondence preparing, reviewing and sending memos, letters, emails, reports, applications, and forms • Provided effective CSR to providers, field appraisers, agents, insurance agencies, clients and customers • Matched incoming emails, mails, and faxes with the claims records • Arranged and set up medical appointments for health claims • Kept department's office supplies stocked • Maintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of closReviewed and kept the record of closed files

• Proficient in reviewing client accounts receivables, following up on delinquent accounts and recommending appropriate actions.