Premium Ad Insurance and Investments - Clerical Insurance Somerset West FULL TIME Job Summary Key Duties and Responsibilities: * Deliver on Service standards as per established Service Model for the function * Ensure adherence to processes and address/raise issues that need attention * Work proactively with other business functions and stakeholders * Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes * Undertake and participate in relevant departmental meetings * Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work * Ensure complaints, errors and omissions are dealt with as per company policy * Daily monitoring of progress of assigned cases * Dealing with assigned outstanding cases and action regular follow up to ensure progress * Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function * To assist and undertake case work as required in the function * Contribute to staff training programmes * You will take part and actively contribute to the weekly Team Meetings * Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer * From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business Competencies * Strong organisational and administrative skills * Ability to work as part of a team and positively influence and contribute to the team * Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues * Ability to work with confidential and sensitive data * Good time management * Ability to work under pressure and multi-task * Experience of working in and maintain good client relationships and delivering good service * High level of commitment and positive attitude * Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved * Be energetic in your approach to performing a service to the Company * Be attentive to detail and work methodically and accurately * Exercise the utmost good faith towards the Company both in carrying out your duties and in all of your dealings with the Company and its clients and/or its suppliers * Possess excellent communication skills * Present yourself professionally to fellow employees and clients of the Company * Use your initiative * Be able to work independently as well as part of a team * A willing and flexible attitude to working hours to support team and business needs, as required Key Performance Indicators: * Service delivery on operational tasks – measured by meeting agreed service standards and any relevant feedback (may include satisfaction surveys) from clients/IFAs/ the team Helderberg Personnel Recruiter