Friday, 23-July-2010

Just got reamed for not writing down the name of the individual I spoke to at Lincoln. Apparently, someone gave me in depth details about Riders on a particular policy at Lincoln Benefit Planner (not to be confused with Lincoln's American Legacy.) When I relayed the Rider detail to Boss, she relayed it to the client. Client was leaning towards doing the Rider, we called up Lincoln for the paperwork and they said NOPE, these Riders are unavailable. So I get ripped by Boss and she told me to call the client to tell them I focked up.

Thursday, 22-July-10

Last night an accountant left a voice message regarding cost basis on the phone and mentioned BR's note. So Boss asks me if I know anything about it, I do not, and then Boss tells me to call the accountant up. I call and the accountant explains that it's regarding an email that was sent back in May 2010. BR had put her name responding to the accountants email. So I tell Boss and she starts going ballistic (ie. pointing finger at me, saying "NEVER EVER EVER", etc.) Apparently, anything regarding securities, BR is not aloud to respond.

Here's what happened in May. BR relayed the email to Boss. Boss tells me to follow up. I tell BR what to write in the email. We make a copy for the file, end of story. If Boss actually knew how to use her email, this could have been prevented.

Wednesday, 21-July-10

So the Axxxxxxxxxx's came in today and Boss was trying to tell them her eyesight was to be blamed on allergies. And then she proceeded to say that she's never had allergies.

A representative came in today to discuss the iron grates to cover the windows. We're officially about to look like a prison.

So I just got yelled at for not having the detail on the summary (eg. "Transfer To.." & "Transfer From..") grouped together. Boss does not care if the registrations are mixed up, she wants the "Transfer To.." & "Transfer From.." right below each other.