Client Services Consultant at Munro Forensic Actuaries

Job Description

*Cape town based candidates only*

Key Responsibilities

• Tasking incoming instructions (20 tasks per day)
• Accurate data capturing of information
• Client service: Handling telephone and written enquiries in a friendly and efficient manner
• Correct categorising of email instructions
• Ensuring each email is saved to the server for company records
• Sending accurate receipt emails
• Managing client deadline expectations with intention and excellence
• Being intentional about selecting deadlines and communicating with the client if we are unable to meet them
• Switchboard operation
• Sales Support which includes the accurate capturing of new accounts and contacts
• Capturing and managing trial dates when an actuary is needed to testify in court
• Arranging Affidavits for Clients when needed for court
• Taking delivery and tasking hand delivered instructions
• Taking delivery and signing for Subpoenas
• Welcoming guests in a professional manner
• Assisting with impeccable neatness in the office
• Following up and liaising with clients regarding travel arrangements for court appearances
• Arranging consultations with clients (calendar invites, confirmation of times, venues etc.)
• Run errands when required –Post Office, PostNet etc

Sales:

• Deal with Customer Enquiries with regards to reporting requirements and costing as well as sample reports
• Be able to answer basic questions about our reports, their costs and requirements
• Send off emails RE: the above mentioned
• Produce quotations if necessary
• Complete the CRM admin on inhouse system needed for the above
• Sending flowers (new business, referrals)
• Welcoming new clients, ensuring they received their report and are happy with it

Desired Skills and Experience

Qualifications

•  Matric or equivalent qualifications
•  Tertiary qualification (desirable but not essential)
•  Driver’s license preferable but not essential
• Personal Attributes
• Attention to detail is a must
• Exceptional telephone and communication skills
• Able to work under pressure
• Great customer service attitude
• Team player

Business Skills/Experience

•  A good working knowledge of MS office and IT packages

Industry Skills/Experience

•  2-3years’ experience in a similar role (client services) / environment
•  Experience in office administration