JOB DESCRIPTION
The Ideal candidate must have the following exposure:
- Drive product sales based on customer coverage and engage with relevant stakeholders to upsell the product
- Adhere to organisational values and service standards and interact with and communicate with customers accordingly
- Ensure first time resolution of customer queries or complaints
- Take ownership of any requirements and follow up on queries handed over to other parties or areas to ensure delivery on agreed time lines and Service Level Agreements
- Meet set turnaround times while ensuring own availability, reliability and accuracy
- Propose improvements on internal processes that impact service levels and customer satisfaction within area of accountability
- Understand customer's losses and engage with Insurer, customer and relevant stakeholders on suggestions to manage portfolio
- Ensure own product knowledge and provide relevant guidance and advice to customers
- Collect and analyse feedback to help improve customer service
- Propose ideas to improve customer service
- Ensure full understanding of customer needs to deliver a quality service
- Ensure customer service solutions are aligned to the business operational plan, organisational values and service standards
- Establish relationships with relevant individuals and departments to deliver on work expectations
- Adhere to relevant service level agreements to build trust in the relationship
- Execute own work in accordance with the organisational values and code of ethics
- Comply with and adhere to identified governance and compliance standards and escalate risks for investigation and resolution
- Investigate new ways to optimise processes and develop solutions that lead to improved service delivery and quality
- Work with relevant processes and procedures to maintain operational efficiencies
- Complete relevant administration, reporting and updating of information accurately and on time
- Provide timeous reports on operations, performance and audit findings
- Seek out regular performance feedback and put actions in place to improve and enhance performance
- Identify activities to address own development gaps
- Create own personal development plan and review plan with team leader or manager
- Keep abreast of learning opportunities, changing products and trends
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
You will be an ideal candidate if you:
- FAIS accredited qualification
- RE5
- DOFA statement – dated not longer than 3 months
- must have obtained product specific training
- Have obtained 2-3 years experience in an Admistration Broker role in a Commercial Banking environment in the Upington area
- FAIS Accredited qualification (NQF level 6, 7 etc.)
- Have experience of dealing with high level customer queries
- Are not an unrehabilitated insolvent
We can be a match if you are:
- Adaptable and curious
- Sales driven
- Thrive in a collaborative environment
- Client-centric
Salary
Competitive
Monthly based
Location
Cape Town, Western Cape, South Africa
Job Overview
Location
Cape Town, Western Cape, South Africa
