Customer Service Consultant - DBN at Metropolitan

Role Purpose    

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Accurately capture data to support the region and processing all the administrative tasks according to agreed standards and turnaround times

Requirements    

• Grade 12 or an equivalent NQF4 qualification
• Qualification (Wealth Management) or Diploma in Financial Management, Marketing Management,   Business Administration
• 1 to 2 years experience in customer service essential
• No criminal record
• Have honesty and integrity

Duties & Responsibilities    

• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• Accurately identify problems and proactively solve them
• Identify entrepreneurial opportunities in every interaction
• Timeously complete all administrative and reporting duties related to the role
• Accurately capture and check new business documentation.
• Collate, compile and distribute documents to the required standards within defined time-frames
• Attend to all queries in a professional and friendly manner in order to provide an excellent client      experience
• Screen and route all queries received to appropriate stakeholders
• Maintain the relevant office housekeeping standards
• Escalate faults/errors on applications to Line Manager
• Providing feedback on status of applications i.e. outstanding requirements and errors
• Provide updates on how many applications issued and processed
• Accurately capture client information on the relevant system
• Compile and check the relevant document to process payments and policy amendments within service  agreement and authority levels.
• Ensuring client service level agreements are met and exceeded
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence
• Engage with client in a client centricity manner in order to improve client retention and repeat business activities.
• Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
• Process the relevant policy transactions per client interaction

Competencies    

•  Eye for Detail with good planning and Time Management Skills
•  Energetic and Self-Motivated and be entrepreneurial           
•  Numerical reasoning ability and analytical Skills (including numeracy)
•  Selling behaviours and persuasiveness
•  Fluent Verbal and Written Communication and Comprehension in English
•  PC Literacy
•  Fluency in English
•  Be self- reliant and resilient
•  Manage relationships well and able to be adaptable to clients' needs

Closing Date: 27th, June 2022