Job Description
Role Purpose
To perform all the administrative tasks and support the sales process according to agreed standards and turnaround times.
Requirements
Academic:
- Grade 12 with 25 IGCSE points or a Business-related qualification.
Experience
- 2 years’ experience in administration or client service environment with proven knowledge of customer service principles and practices.
- Experience in the insurance industry will serve as an added advantage.
Duties and Responsibilities
The following job outputs were found to be relevant to this job:
INTERNAL PROCESS
- Collate, compile and distribute documents to the required standards within defined time-frames to relevant stakeholders.
- Attend to all queries in a professional and friendly manner in order to provide an excellent client experience.
- Screen and route all calls received to appropriate parties.
- Escalate faults and other housekeeping issues with the relevant stakeholders.
- Distribute documentation to the relevant stakeholder within the agreed timeframes.
- Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications.
- Provide feedback to relevant stakeholders and managers on trends, practices and breaches as per compliance requirements.
- Keep record and provide feedback of operational metrics related to new business requests (e.g number of requests, status of requests etc.) as and when needed.
- Keep abreast of technical product and legislative knowledge in order to advise on the most relevant and innovative client solutions, complying with governance requirements.
- Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback etc. related to the role within the agreed timeframes.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholders.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
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