Customer Service Agent

Phaki Personnel; Cape Town; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is seeking a dedicated individual to provide exceptional customer service and client liaison within the office. This role emphasizes effective communication, efficient handling of enquiries, and maintaining strong relationships with clients and stakeholders. The ideal candidate will possess a relevant tertiary qualification and experience in life insurance or employee benefits. Join a dynamic team where your contributions will enhance client satisfaction and support outreach initiatives, making a meaningful impact in the financial services sector.

Qualifications

• Tertiary qualification with 18 months experience in life insurance or client care.
• Grade 12 Certificate with three years experience in related fields.

Responsibilities

• Provide quality customer service and handle face-to-face enquiries.
• Respond to emails and update GPAA systems promptly.

Skills

Client Relationship Management

Customer Service

Computer Literacy

Proficiency in English

Knowledge of GEPF Products

Education

Three-year tertiary qualification

Grade 12 Certificate

Tools

Microsoft Office

Job description

Minimum Requirements

1. An appropriate three-year tertiary qualification (at least 360 credits NQF level 6) with 18 months proven experience in processing life insurance / employee benefits or client relationship management / client care, preferably in Life Insurance, Employee Benefits, Medical Aid environments, or similar financial institutions.
2. A Grade 12 Certificate / Senior Certificate (Matric / Vocational Certificate) with three years proven experience in processing life insurance / employee benefits or client relationship management / client care, preferably in Life Insurance, Employee Benefits, Medical Aid environments, or similar financial institutions.
3. Knowledge of GEPF products and services is an advantage.
4. Computer literacy, including a good working knowledge of Microsoft Office products.
5. Proficiency in English is required; speaking any other official language of the province would be an added advantage.
6. Preference may be given to applicants residing in the province (Nelspruit and adjacent areas).
7. A valid driver’s license of at least 12 months (a copy will be requested).

Responsibilities

Provide quality customer service within CRM:

1. Handle all face-to-face enquiries effectively.
2. Follow up and finalize enquiries referred to other business units within agreed time frames.
3. Respond to emails, web queries, posted queries, courier services, faxes within the allocated time frame.
4. Update all relevant GPAA systems.

Provide Client liaison services within the office:

1. Respond to escalated queries within allocated time frames.
2. Interact with departments and members regarding outstanding queries.
3. Manage relationships regarding changes in various sections.
4. Provide and request feedback to clients and stakeholders.
5. Follow up with business units and provide feedback to clients until cases are finalized.
6. Administer received documents effectively and efficiently.
7. Support outreach initiatives administratively.