Sentences with phrase «client endorsement process»
Not exact matches
However, barring either development in the substantive law on employee and business system privilege claims or a strong and repeated endorsement of the «Eisses process,» counsel should continue to be cautious in handling records on their own clients» business systems.
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Though this endorsement is very noteworthy, conducting a full review and producing potentially privileged e-mails along with a waiver claim is not the traditional process for handling records that are, on their face, subject to an opposing party's solicitor - client privilege.
Prof. Conduct 123 (2001)(subject to the operational structure and content described in the opinion, a lawyer may affiliate with an online legal services website); Nebraska Op. 07 - 05 (lawyer may participate in internet lawyer directory which identifies itself as a directory, disclaims being a referral service and only lists basic information about lawyers without recommending specific lawyers and charges a reasonable, flat annual advertising fee); New Jersey Committee on Attorney Advertising Op. 36 (2006)(lawyer may pay flat fee to internet marketing company for exclusive website listing for particular county in specific practice area if listing includes prominent, unmistakable disclaimer stating the listings are paid advertisements and not endorsements or authorized referrals); North Carolina Op. 2004 - 1 (lawyer may participate in for - profit online service that is a hybrid referral service - legal directory, provided there is no fee - sharing with the service and communications are truthful); Oregon Op. 2007 - 180 (2007)(lawyer may pay nationwide internet referral service for listing if listing is not false or misleading and does not imply that the lawyer can represent clients outside jurisdictions of the lawyer's license, fee is not based on number of referrals, retained clients or revenue generated by listing and the service does not exercise discretion in matching clients with lawyers); Rhode Island 2005 - 01 (permitting website that enables lawyers to post information about their services and respond to anonymous requests for legal services in exchange for flat annual membership fee if website exercises no discretion over which requests lawyers may access); South Carolina 01 - 03 (lawyer may pay internet advertising service fee determined by the number of «hits» that the service produces for the lawyer provided that the service does not steer business to any particular lawyer and the payments are not based on whether user ultimately becomes a client); Texas Op. 573 (2006)(lawyer may participate in for - profit internet service that matches potential clients and lawyers if selection process is fully automated and performed by computers without the exercise of human discretion); Virginia Advertising Op.
Interacts with up to 25 clients daily with issues including processing payments, contacting companies regarding audit and endorsement discrepancies and navigating challenging client accounts through goal - oriented action plan
KEY QUALIFICATIONS • Three years» progressive work experience as a Bank Teller • Highly skilled in cashing checks, accepting deposits and loan payments, and processing withdrawals • Functional knowledge of performing specialized tasks such as personal money orders • Able to record all transactions in a prompt and efficient manner • Hands on experience in providing exceptional customer service and resolving clients» accounts issues • In - depth knowledge of examining instruments for endorsements and verification purposes • Proficient in using computers and other office equipment • Bilingual — English and Spanish
Retain 85 % of policyholders during annual renewal period, process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, managed approximately 200 policy renewals each year, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.
Process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely Process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.
Retain 85 % of policyholders during annual renewal period, process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, managed approximately 360 policy renewals each year with premium of approximately $ 1,820,000, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.