Operations Consultant
6 days ago
**Job Advert Summary**:
**Purpose of the Job**:
The consultant will provide intermediary services administrative and marketing across the Life Operations business. The purpose of the role is to create a client experience that feels convenient, effortless, and personal. It must feel bespoke to the client.
Will work in shifts that will be rotated amongst the team weekly (between 7:00 am & 7:00 pm on weekdays and Saturdays). There is a possibility that these might change in the future depending on growth and the need of the business.
**Minimum Requirements**:
**Education**:
- Matric
- A 3-year tertiary qualification (Degree/BTech) with relevant business orientation
**Experience**:
- 2+ working experience in call centre AND back-office processing is a clear advantage
- Experience in the client service environment, advantageous
**Knowledge and Skills**:
- The consultant is to be a highly self-motivated individual with strong relationship managing and communication skills.
- Relationship management skills
- A good business acumen
- Can-do attitude while challenging convention.
- Knowledge of customer experience techniques
- Knowledge of Financial institutions (advantageous)
- FAIS and FICA knowledge (advantageous)
**Competencies**:
- Able to thrive under constant pressure
- Accuracy and attention to detail for all relevant work types
- Ability to organise and prioritise
- Team player
- To always act with integrity, embrace the philosophy of treating our customers fairly and deliver on our client experience principles.
- Competent writing and communication skills
- Proactive thinking
- Client Centricity
- Results Driven
**Duties and Responsibilities**:
**Main duties and responsibilities**:
- The consultant will provide intermediary services (administrative and marketing) across the client sets.
- Information needs to be provided in accordance with legislative requirements.
- The purpose is to provide exceptional telephonic service and online navigation for our clients and deliver against our client service principles.
- Responsibilities may include proactive contact with the clients or potential clients (leads).
- The consultant will also help to build and manage the daily operations of the business - processes, systems, and projects. This will include developing internal controls for the business, testing and administration of the various systems, and running the operations of the business smoothly to ensure that clients are serviced in the PPS way.
**_Respond to Customer needs _**
- Engage and respond to customer’s contacts professionally regardless of the channel
- Take ownership of customer requests from receipt to conclusion
- Identify and escalate issues to supervisors
- Provide product and service information to all customers
- Research required information using available resources
- Research, identify and resolve customer complaints using applicable software
- Route calls to appropriate people where required
- Document all requests according to standard operating procedures
- Follow up on customer calls where necessary
- Complete call logs and reports
- To take ownership of service level standards and ensure they are reached consistently
- In addition to their regular duties of answering customers’ basic questions, Operations Consultants are responsible for handling complaints that are too complex to be handled by junior employees.
**_Assist Management and Support Team _**
- Agree on duties with team members to achieve operational targets including prioritization and work schedules
- Responsible for enforcing PPS’s training and development program. They may also be assigned a junior employee to mentor.
- To execute policies and procedures related to service delivery in Operations and between other areas
- Build and maintain relationships with relevant stakeholders
**_Keep Track of Customer Trends _**
- An Operations Consultant uses available software to document each customer interaction to help streamline the customer service process and notice trends to report back to the product development team.
- Identify process and procedure improvements and make recommendations to streamline and simplify processes
- Escalate systems failures to the appropriate support team for the team to stay productive
- Recognize, document, and alert the management team of trends in customer calls
**_Maintain Product Expertise_**
- To answer member/intermediary complaints and questions, an Operations Consultant must be an expert in the products offered by PPS. This requires one to take the initiative to master every feature and benefit of each product.
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