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  • Posted: Jul 7, 2022
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Service Agent (PTA)

    Purpose

    • To deliver service agent services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 1 - 2 years experience in a similar environment

    Minimum Qualifications

    • Higher Certificates and Advanced National (Vocational) Certificates [Level TBA: Pre-2009 was L4] in Office Administration

    Process

    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
    • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.

    Customer

    • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
    • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
    • Build and maintain contact with customers to promote organisational products and services.
    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

    Competencies

    Technical Competencies

    • Customer Understanding (Basic)
    • Query resolution (Basic)
    • Customer Liaison (Basic)
    • Business Administration Skills (Basic)
    • Customer Relationship Management (Basic)

    Behavioural Competencies

    • Organisation and Attention to Detail (Basic)
    • Interpersonal Effectiveness (Basic)
    • Problem Solving and Analysis (Basic)
    • Teamwork and Cooperation (Basic)
    • Customer service orientation (Basic)
    • Communicating with Impact (Basic)
    • Customer Orientation (Basic)

    Method of Application

    Interested and qualified? Go to Liberty Group South Africa on careers.liberty.co.za to apply

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