Designation:
Client Services Team Leader | Waterfall, Gauteng | Permanent
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
07 Nov 2024
Reference Number:
POS03739
Closing date:
22-Nov-2024
Position Type:
Permanent
Location:
Waterfall Magwa Crescent
Overview:
VACANCY | CLIENT SERVICES TEAM LEADER| WATERFALL, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
Monitor and evaluate consultants' activities and team operations
Resolving internal and external queries from financial advisors and clients
Communicating information regarding instructions, processes and procedures to advisors and clients
Proactively retaining and attracting business by providing excellent service to advisors and clients
Maintaining Monthly Attendance Record
Maintaining Key Performance Activities (KPA)
Performing and maintaining corrective actions where necessary to increase staff performance
Panel-admin training of new staff
Handling and resolving escalations, second call resolutions etc
Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc)
Identify opportunities and implement actions to streamline business processes
Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
Quality assurance of correspondence sent by the consultants telephonically or by email
Online Enrolments
Back up to team members where necessary
Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities
Minimum Requirements:
Minimum qualification: Financial degree (NQF Level 7)
Minimum of 2-year experience as a Team Leader in a Life/LISP Call Centre/Client Services environment
Competencies:
Professional and friendly telephone manner
Good understanding of mathematical calculations
Take initiative
Excellent time management skills
Ability to multi-task and have good organisational capacity
Problem solving skills
Can work independently and as part of a team
Apply sound judgement in query resolution
Outcomes based training ability
Natural leadership skills
Detailed systems observation, attention to detail and solving arising problems
Ability to do performance calculations and reconciliations
Approachable and supportive
High ability to mediate and resolve disputes
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 22 November 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
#J-18808-Ljbffr