Client Due Diligence Specialist MMH250722-5

Role Purpose

Deliver professional service to clients through various servicing channels (inbound calls, emails, walkin interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements, To engage with clients in an efficient manner in order to respond and resolve their queries effectively and according to service level agreements.

Requirements

2 3 Years experience in a call centre or client service environment with proven knowledge of customer service principles and practices Exposure to the insurance industry (preferred) , 2 3 years experience in a call centre/ client service environment (essential) Insurance industry experience (desirable)

Duties and Responsibilities

INTERNAL PROCESS Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards. Take ownership of complaints and ensure they are resolved timeously and effectively. Provide clients with the relevant information and documentation as required in line with policy guidelines. Capture and update client information on relevant system/s, based on data received from the client. Accurately complete all administrative and reporting requirements within agreed timeframes. Adhere to legislative / compliance requirements in the service process. Identify and report process and system failures and enhancements to improve client experience. CLIENT Investigate client queries within the agreed service level and ensure that client receives timeous feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Deliver 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. PEOPLE Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. FINANCE Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum. , PROCESS Engage with clients in a professional and client centric manner in order to evaluate and resolve their queries within required service level agreements. Process corrections of payments and reconciliation of accounts to ensure accurate payments to clients. Provide clients with the relevant information and documentation as required in line with policy guidelines and within service level agreements. Capture and update client information based on data received from the client. Accurately complete all administrative and reporting requirements within agreed timeframes. Adhere to compliance requirements in the service process in line with legislative requirements. Identify and report process and system failures and enhancements to improve client experience. CLIENT Build and maintain relationships with clients, internal and external stakeholders. Deliver on service level agreements applicable to clients, 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. Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery. Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service. Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes. PEOPLE Build strong relationships through providing specialist knowhow to others, expressing positive expectations. Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation. 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 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.As an applicant, please verify the legitimacy of this job advert on our company career page.-289468633