The consultant will provide administrative, client and membership services within Customer and Intermediary Services and across the Operations business. The purpose of the role is to create a client experience that feels convenient, effortless and personal. It must feel bespoke to the client.
Accountable for servicing customers and Intermediaries. Managing respective servicing mailboxes, calls and social media queries and complaints. Assisting with system support and initiatives within Gemini.
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Minimum Requirements
Education:
Matric (Essential)
Bachelor's Degree/ National Diploma (Preferred)
NQ Level qualification in Insurance with relevance business orientation
Experience:
1-2 years working experience in call centre and back office processing and administration is a clear advantage
2-5 years Customer Service experience
3-5 years Insurance working experience
Knowledge and Skills:
Outlook skills
Email and telephone etiquette
Communication skills
Excel
Word
Relationship management skills
Tech savvy
A good business acumen
Can-do attitude while challenging convention.
Knowledge of customer experience techniques
Knowledge of Financial institutions (advantageous)
FAIS and FICA knowledge (advantageous)
Competencies:
Able to thrive under constant pressure
Self-driven
Creative and Innovative thinking
Ethics and Integrity
Teamwork
Extreme ownership and accountability
Attention to detail
Client Focus
Planning and organisi
NQ Level qualification in Insurance with relevance business orientation
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Duties and Responsibilities
Process Optimization
Provide reporting where required
Ensure seamless digital process
Mitigate Compliance and Legislative risk
Identify process and procedure improvements and make recommendations to streamline and simplify processes
The consultant will provide services (administrative and membership services) across the client sets.
Customer and Intermediary support
Ensure adequate monitoring of communication per customer touchpoint
Assist customers and intermediaries with system related issues
Take ownership of customer requests from receipt to conclusion
Identify and escalate issues to supervisors
Build and maintain relationships with relevant stakeholders
Query and complaint handling
Monitor and escalate queries and complaints within appropriate time
Ensure minimal complaints relating to servicing
In order to answer customer complaints and questions, the consultant must be an expert in the products offered by Gemini. This requires one to take the initiative to master every feature and benefit of each product.
System administrative support
Report and ensuring prompt resolution of system related issues
Monitoring system efficiencies and testing where needed
Research, identify, and resolve customer complaints using applicable software
The consultant will also help to build and manage the daily operations of the business - processes, systems and projects. This will include developing internal controls for the business, testing and administration of the various systems, and running the operations of the business smoothly to ensure that clients are serviced efficiently
Email and Call Center handling
Receiving inbound calls and making outbound calls where needed
Receiving and responding to emails
Referring queries to respective arears promptly
* Responding to calls and email queries in a professional manner
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