Customer Service Agent

1 week ago


Polokwane, South Africa Phaki Personnel Full time
MINIMUM REQUIREMENTS

  • An appropriate three-year tertiary qualification (at least 360 credits NQF level 6) with 18 months proven experience in processing life insurance/employee benefits or client relationship management/client care preferably in Life Insurance or Employee Benefits or Medical Aid environments or similar financial institutions.
OR
  • A Grade 12 Certificate/Senior Certificate (Matric/Vocational Certificate) with three years proven experience in processing life insurance/employee benefits or client relationship management/client care preferably in Life Insurance or Employee Benefits or Medical Aid environments or similar financial institutions.
  • Knowledge of GEPF products and services will be an advantage
  • Computer literacy that would include a good working knowledge of Microsoft Office products
  • Proficiency in English is a requirement and the ability to speak any of the other official languages in the province applying for, would be an added advantage

RESPONSIBILITIES
Provide quality customer service within CRM:

  • Handle all face-to-face enquiries received effectively.
  • Follow up and finalize enquiries referred to other business units, within the agreed time frames.
  • Respond to emails, web queries, posted queries/courier services, faxes within allocated time frame.
  • Update on all the relevant company systems
Provide Client liaison services within the office:
  • Respond to escalated queries within allocated time frame.
  • Interact with the departments and members regarding outstanding queries.
  • Relationship management on any changes happening in the various sections.
  • Provide/ request feedback to various clients and stakeholders.
  • Follow-up with business units and provide feedback to clients until cases are finalized.
  • Effective and efficient administration of documents received
  • Provide administrative support at outreach initiative
Provide data inputs in the compilation of the reports:
  • Report any issues/make recommendations with regards to ongoing service improvements and maintain a high level of client care.
  • Compile and submit daily, weekly and monthly production statistics to the supervisor.
  • Check and update consolidated/escalation lists to the supervisor.


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