JOB DESCRIPTION :
Acknowledgement and communication
- Ensuring queries / requests are acknowledged within 60 minutes on Salesforce.
- Ensure acknowledgement on Salesforce, telephonically and on email to the client and insurance.
Systems
- Ensuring voice logs are extracted from Dreamtec provided client with efficient feedback on queries.
- Liaising with Service provider to obtain checklists for customers and clients.
Ensure accurate and timely reconciliation of voice logs, checklists, queries and WHU complaints
- Listening to and investigating voice logs / calls to determine what transpired and providing client with observation.
- Attaching relevant info as per Dreamtec.
- Assisting with checklists to deal with general queries and query investigations.
- Assisting with investigating problems and supplying feedback.
Email / Salesforce
- Following up on daily emails.
- Ensuring tickets are actioned on ticketing system (Salesforce).
- Monitoring in progress and tickets to be actioned.
- Capturing information on Salesforce tickets for reports and providing feedback to clients.
- Updating and closing tickets for timeous reporting and feedback within TAT.