Thursday, April 28, 2016

Time Spent Serving The Client

I handed out a survey to my co-workers that asked them to detail how much time they spent answering emails, talking on the phone and filling out Accounts Reconcile and Balance and Income statements. Here are the results:



As you can see, there are many different answers for each of these questions. This is because everybody's job is different; some people administrate many small plans, while others administrate a few very large plans, and in between. 

1 comment:

  1. In analyzing the data, do you see any trends or correlations between certain tasks and the size of the plans, etc.?

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