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This role is individually accountable for assisting a variety of clients telephonically or face to face, in accordance with business, process and compliance rules.
Duties and Responsibilities
Provide telephonic and face to face service to customers and intermediaries.
Delivers on daily production standards and adheres to service and quality standards.
Adheres to business, process and compliance rules
Builds and maintains relationships with other departments, intermediaries and sales advisors.
Manages customer relationships in person or telephonically.
Performs quality checks on own work and adheres to service and quality standards.
Makes increased contributions by broadening individual skills and collaborates effectively with others to achieve personal results.
Informs clients of requirements, procedures and provides input to other areas such as client feedback or queries.
Performs general office administration such as follow-ups, client callbacks and policy changes.
Manages and resolves customer complaints and queries.
Qualifications and Experience
Bachelor’s Degree in Business Administration or its equivalent
Experience in a client serving role is an added advantage
Innovative and Analytical
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