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  • Posted: Jul 4, 2022
    Deadline: Not specified
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    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Client Care Specialist

    Role Purpose    

    • Provide quick and accurate resolution of client complaints according to policy, procedures, legislative / compliance requirements and within Service Level Agreements.

    Requirements    

    • 3-5 years experience in a related role dealing with complaints or client service queries
    • Experience in the insurance industry ,
    • Formal qualifications Matric or equivalent,
    • Formal qualifications Business related qualification, On-the-job training / qualifications
    • Relevant product training, On-the-job training / qualificationsRelevant systems and processes,
    • Specific licensing or registration FAIS related qualification, Formal qualifications:Matric or equivalent, Formal qualifications:Business related qualification,
    • On-the-job training / qualifications:Relevant product training, On-the-job training / qualifications:Relevant systems and processes, Specific licensing or registration:FAIS related qualification, Written and verbal communication Problem solving Action-oriented Detail-oriented Collaboration and teamwork
    • Time management
    • Negotiation Influence Planning Display initiative Work independently Interpersonal Active listening Empathy , Sound knowledge of complaints management framework, procedures and processes.
    • Technical knowledge of processes and legislation Sound knowledge of business products and associated rules. Computer Literacy &ndash MS Office Work, Excel, Outlook and other business-specific software
    • Knowledge of relevant legislation Knowledge of compliance and risk mitigation In depth knowledge of the products in the business

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Take ownership of all complaints received from clients and ensure they are resolved timeously and effectively.
    • Take ownership for escalated complaints from clients, social media, media and regulatory bodies to resolve complaints.
    • Evaluate complaints and provide recommendation to resolution based on product information, service procedures, complaints procedures and in light of legislative and organisational requirements. Communicate progress and resolution to clients in accordance with agreed standards and practices. Partner with various stakeholders to address escalated complaints and provide resolution to clients, regulators or other stakeholders. Provide insight on service failures or complaint trends and make recommendations to enhance service or process.
    • Escalate complaints unable to be resolved to the relevant stakeholders to collectively reach conclusion.
    • Provide input and make recommendations to complaints framework and approach to enhance client experience.
    • Act as key contact to client to ensure complaints are resolved and client relationship is maintained aligned with desired client experience.
    • Act as advisor to internal parties in understanding client experience, service failures, complaints to improve business processes and practice and resolve client complaints.
    • Ensure accurate record keeping and enable reporting through data management.
    • Accurately complete all administrative and reporting requirements within agreed timeframes.
    • Adhere to all relevant legislative / compliance requirements. Identify and report process and system failures and enhancements to improve client experience.

    CLIENT

    • Provide authoritative, expertise and information 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

    • Contribute to the financial planning process within area.
    • Identify opportunities to enhance cost effectiveness and increase operational efficiency.
    • Manage financial and other company resources under your control with due respect.
    • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

    Competencies    

    • Examining Information : Analyses and processes information asks probing questions strives to find solutions to problems,
    • Documenting Facts : Writes fluently when documenting facts understands arguments logically focuses on finding facts,
    • Establishing Rapport : Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
    • Making Decisions : Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions,
    • Showing Composure : Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure,
    • Resolving Conflict : Is comfortable calming upset people handles angry individuals well is focused on resolving conflict and arguments,
    • Understanding People : Shows empathy and compassion attends and listens to people is attentive and understands the motivation in others,
    • Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
    • Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems,
    • Documenting Facts:Writes fluently when documenting facts understands arguments logically focuses on finding facts,
    • Establishing Rapport:Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
    • Making Decisions:Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions,
    • Showing Composure:Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure,
    • Resolving Conflict:Is comfortable calming upset people handles angry individuals well is focused on resolving conflict and arguments,
    • Understanding People:Shows empathy and compassion attends and listens to people is attentive and understands the motivation in others,
    • Meeting Timescales:Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.

    Closing Date: 8th, July 2022

    Method of Application

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