Inbound Client Services Agent

3 weeks ago


Randburg, South Africa O'Keeffe & Swartz BPO Full time

**Job description**

At O’Keeffe & Swartz BPO, we are serious about service, and with over 26 years of experience we have been positioned as a business process outsourcing market leader due to our premium service, quality and great people.

If you are self-driven, ambitious, highly motivated and customer service orientated - WE WANT YOU

**Main purpose of the job**:

- Make outbound calls
- Follow up customer calls where necessary
- Identify and escalate issues to team leaders
- Ensure that all operational operating procedures are followed
- Up-sell products and services
- Recognize, document, and alert the management team of trends in customer calls
- Provide product and service information to customers
- Transfer calls to claims, with policy information
- Online query resolution using the prescribed systems
- Resolving all queries received within 48 hours not resolved online
- General administration as per underwriter products
- Policyholder updates on system
- Down grade, or upgrade policy cover, as and when required by the policyholder
- Update premiums on the instruction of a policyholder (this is more when the policyholder is in arrear premium, and making alternative arrangements)
- General amendments of the policyholder information
- Assisting with irate clients & answering calls
- Assist with work-flow control
- Ad-hoc reporting
- Support the manager in all areas when necessary
- Maintain a healthy working environment

**Competencies**:

- Self-disciplined
- Strong customer focus
- Previous customer services experience is advantageous
- Excellent communication skills
- Attention to detail
- Computer skills (Word, Excel, PowerPoint and Outlook)
- Positive attitude and team player

**Minimum Requirements**:

- Matric
- RE accreditation and/or should work towards achieving competence within 2 years from date of first appointment (DOFA)
- FAIS accreditation and/or should work towards achieving certification within 5 years from date of first appointment (DOFA)

**If you meet the minimum requirements above - WE INVITE YOU TO APPLY**

**Salary**: R6,000.00 per month

Application Question(s):

- Do you have RE/ FAIS accreditation?

**Education**:

- High School (matric) (required)

**Experience**:

- Customer service: 1 year (required)



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