Client Relations Officer (JHB Broker Corporate Sales & Servicing) at Liberty Group South Africa

About the role

• To deliver support services in order to improve the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

About the team

• The successful candidate will form part of the JHB Broker Corporate Sales & Servicing team; a team that is passionate about people development and exceptional service delivery.

Qualifications and Experience

• Matric
• 2 - 3 years' experience in a Similar environment
• Strong Employee Benefits Servicing Background.
• Certificate of Proficiency (COP)
• QF Level 5 Qualification in Retirement funding will be advantageous.

Key Responsibilities and Competencies

• To market, promote and educate intermediaries and employers on products, services and processes.
• Understanding and Knowledge of Upselling of the existing Benefits Structure Process
• Strong Fund Governance Knowledge
• Liaison between fund administrator, intermediary and client regarding all fund issues.
• Assist intermediaries in retaining/servicing existing business.
• Supporting and growing the intermediary base that writes Liberty Corporate business.
• Making appropriate recommendations on how existing funds/ schemes may be upgraded.
• Ability to present at board of trustee/management committee level.
• Presentations and communications to company employees.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Product related computer application
• Communication Skills
• Product and or Servicing Knowledge
• Customer Service Orientation
• Organisation and Attention to Detail