Customer Relationship Management Assistant at Debtsource

Introduction

Debtsource (Pty) Ltd is offering employment to an CRM Assistant based at the offices in Blackheath, Randburg. The employee should have completed Matric and should have at least two years’ experience in commercial administration. Computer literacy is essential, including a sound working knowledge of Microsoft Excel. The person is required to offer a supportive role to the CRMs especially relating to administration. Initial training will be provided with particular focus on Debtsource specific systems, as well as ongoing training relating to data administration profile compilation.

Job Description

Duties:

• Daily assistance to the Executive and CRMs (chasing claims, declarations, credit limit applications and general queries with the insurers on behalf of our clients.)
• Monthly insurance reports and Declarations
• Administration (Scanning, Printing, etc.)
• Data Changes on in -house system
• Various daily and monthly reporting
• Daily Assistance to CRMs

Minimum Requirements:

• Matric
• Preferably passed the RE5 FAIS Exams
• Previous administration experience
• Provable and advanced excel skills (will be tested in interview)
• Ability to self-manage according to deadlines
• Ability to communicate and assist clients
• Quick learner and ability to understand and make sense of large amounts of data
• Attention to detail
• Basic understanding of debtors will be beneficial.