Client Service Consultant

5 days ago

Klerksdorp, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose

Render a comprehensive service to clients, processing all the administrative tasks according to agreed standards and turnaround time’s thereby improving client retention and repeat business opportunities.
Requirements

Minimum Qualification:

- Matric or NQF 4 equivalent

Minimum Experiance:

- 2 years client service administration experience
Duties & Responsibilities

Internal Process:

- Accurately capture client information on the relevant system.
- Execute client requests within the agreed timeframes, quality standards and legislation.
- Handle all the administrative tasks according to agreed standards and turnaround times.
- Engage with client in a client centricity manner in order to improve client retention and repeat business activities.
- Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
- Ensuring accurate completion of documentation as per service level agreement in order to meet client needs.
- Effectively utilise client service interactions to improve client retention and repeat business activities.
- Effectively use administration systems to ensure accuracy of documentation
- Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence
- Ensuring client service level agreements are met and exceeded.
- Compile and check the relevant document to process payments and policy amendments within service agreement and authority levels.

Client Services:

- Build and maintain relationships with clients and internal and external stakeholders
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Process the relevant policy transactions per client interaction.

People:

- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development

Finance:

- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Diversity and Inclusiveness
- Collaboration
- Impact and Influence
- Self-Awareness and Insight

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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