Permanent
Client Service Officer (Client Support)
Unknown, Unknown
unknown
Closing date not listed
About this role
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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
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