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  • Posted: Aug 10, 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

     

    Specialist: Sales Support

    Process

    • Plan, organise and complete own tasks in a manner that meets performance objectives.
    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Proactively identify problems, apply known solutions in line with procedural guidelines and escalate unresolved problems.
    • Demonstrate a complete understanding of pricing and proposal models to enhance customer growth, retention, satisfaction.
    • Report on transactional activities within set guidelines to provide timely information for decision making in area of accountability.
    • Deliver on agreed performance objectives according to set procedures and service level agreement.
    • Plan and organise own tasks to make sure that performance objectives are met.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.

    Customer

    • Deliver on service level agreements made with internal and external stakeholders that meet or exceed expectations.
    • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
    • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Build and maintain contact with advisers and other stakeholders to promote organisational products and services.
    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Learning and Growth

    Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

    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.

    Communication skills (Fundamental) (Intermediate)

    • Query resolution (Intermediate)
    • Customer Liaison (Intermediate)
    • Research and Information Gathering (Basic)
    • Reporting and Interpretation (Basic)
    • Functional Policies and Procedures (Intermediate)
    • Product and/or Service Knowledge (Intermediate)
    • Customer Advice (Technical) (Basic)
    • Business Administration Skills (Basic)
    • Customer Relationship Management (Intermediate)

    Behavioural Competencies

    • Persuading and Influencing (Basic)
    • Professional/Technical learning (Basic)
    • Interpersonal Effectiveness (Basic)
    • Problem Solving and Analysis (Basic)
    • Teamwork and Cooperation (Basic)
    • Communicating with Impact (Basic)
    • Relationship Management and Networking (Basic)
    • Customer Orientation (Basic)
    • Organisation and Attention to Detail (Intermediate)
    • Customer service orientation (Intermediate)

    Method of Application

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

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