Assistant Consultant MMH250618-5

Role Purpose

Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.

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)

Duties and Responsibilities

• Under the guidance of Principal or Senior Consultant provide effective service to clients
• Assist the Senior Consultant and/or Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
• Build a network of relationships with service providers to ensure effective service delivery to clients
• Provide a consistent service delivery to ensure client retention and satisfaction
• Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
• Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
• Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
• Follow up on action items from client meetings ensuring that they are executed within agreed timelines
• Facilitate re-broke process of all clients in portfolio and prepare re-broke report
• Manage the section 14 process and ensure that they are processed within timeline as per legislation
• Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
• Under the guidance of the Principal or Senior Consultant, provide accurate, current advice and information regarding solutions to all clients/stakeholder
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Give input in the development of initiatives to improve or enhance the client experience
• Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
• Ensure implementation, tracking and measurement of all client deliverables in line with service level agreement
• Ensure accurate reports and documentation are provided to the clients as per agreement
• Look out for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external client
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-289468363